iShares Lehman Aggregate Bond shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 31k | 99.25 |
| 2023-09-30 | $1.3M | 14k | 94.04 |
| 2023-06-30 | $1.3M | 13k | 97.95 |
| 2023-03-31 | $1.1M | 11k | 99.64 |
| 2022-12-31 | $1.6M | 16k | 96.99 |
| 2022-09-30 | $1.0M | 11k | 96.29 |
| 2022-06-30 | $1.1M | 11k | 103.83 |
| 2022-03-31 | $804k | 7.5k | 107.09 |
| 2021-12-31 | $728k | 6.7k | 109.34 |
| 2021-09-30 | $995k | 8.7k | 114.80 |
| 2021-06-30 | $961k | 8.3k | 115.38 |
| 2021-03-31 | $1.2M | 11k | 114.06 |
| 2020-12-31 | $1.2M | 9.9k | 116.59 |
| 2020-09-30 | $814k | 6.9k | 118.13 |
| 2020-06-30 | $590k | 5.0k | 118.71 |
| 2020-03-31 | $505k | 4.4k | 115.46 |
| 2019-12-31 | $677k | 6.0k | 112.35 |
| 2019-09-30 | $700k | 6.2k | 113.20 |
| 2019-06-30 | $695k | 6.2k | 112.21 |
| 2019-03-31 | $6.3M | 57k | 109.07 |
| 2018-12-31 | $6.0M | 56k | 107.25 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond