Joseph P. Lucia & Associates »

iShares Lehman Aggregate Bond shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 18k 97.94
2023-12-31 $603k 6.1k 99.25
2023-09-30 $279k 3.0k 94.04
2023-06-30 $289k 2.9k 97.95
2023-03-31 $290k 2.9k 99.64
2022-12-31 $299k 3.1k 96.99
2022-09-30 $290k 3.0k 96.31
2022-06-30 $307k 3.0k 101.62
2022-03-31 $448k 4.2k 107.15
2021-12-31 $1.0M 9.1k 114.06
2021-09-30 $1.1M 9.5k 114.86
2021-06-30 $1.1M 9.8k 115.35
2021-03-31 $1.1M 9.8k 113.83
2020-12-31 $1.1M 9.0k 118.16
2020-09-30 $879k 7.4k 118.02
2020-06-30 $810k 6.9k 118.20
2020-03-31 $471k 4.1k 115.41
2019-12-31 $376k 3.4k 112.24
2019-09-30 $300k 2.7k 113.21
2019-06-30 $253k 2.3k 111.45
2019-03-31 $2.3M 246k 9.23