iShares Lehman Aggregate Bond shares owned by Occidental Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 21k | 97.94 |
| 2023-12-31 | $2.1M | 21k | 99.25 |
| 2023-09-30 | $1.9M | 21k | 94.04 |
| 2023-06-30 | $2.0M | 21k | 97.95 |
| 2023-03-31 | $2.1M | 21k | 99.64 |
| 2022-12-31 | $5.0M | 52k | 96.99 |
| 2022-09-30 | $2.1M | 22k | 96.33 |
| 2022-06-30 | $1.8M | 18k | 101.69 |
| 2022-03-31 | $1.9M | 18k | 107.09 |
| 2021-12-31 | $1.5M | 13k | 114.09 |
| 2021-09-30 | $1.5M | 13k | 114.83 |
| 2021-06-30 | $1.4M | 12k | 115.32 |
| 2021-03-31 | $1.1M | 10k | 113.86 |
| 2020-12-31 | $1.1M | 9.6k | 118.20 |
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