iShares Lehman Aggregate Bond shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $551k | 5.5k | 99.44 |
| 2023-09-30 | $529k | 5.6k | 94.14 |
| 2023-06-30 | $622k | 6.4k | 97.95 |
| 2023-03-31 | $590k | 5.9k | 99.16 |
| 2022-12-31 | $573k | 5.9k | 96.99 |
| 2022-09-30 | $919k | 9.5k | 96.50 |
| 2022-06-30 | $749k | 7.4k | 101.70 |
| 2022-03-31 | $940k | 8.8k | 107.12 |
| 2021-12-31 | $1.1M | 9.6k | 114.14 |
| 2021-09-30 | $676k | 5.9k | 114.91 |
| 2021-06-30 | $721k | 6.3k | 115.29 |
| 2021-03-31 | $651k | 5.7k | 113.91 |
| 2020-12-31 | $622k | 5.3k | 118.18 |
| 2020-09-30 | $557k | 4.7k | 118.13 |
| 2020-06-30 | $445k | 3.8k | 118.16 |
| 2020-03-31 | $333k | 2.9k | 115.38 |
| 2019-12-31 | $246k | 2.2k | 112.28 |
| 2019-09-30 | $204k | 1.8k | 113.33 |
| 2019-06-30 | $159k | 1.4k | 111.19 |
| 2019-03-31 | $32k | 292 | 109.59 |
| 2018-12-31 | $50k | 468 | 106.84 |
| 2017-03-31 | $15k | 134 | 111.94 |
| 2016-12-31 | $18k | 171 | 105.26 |
| 2016-09-30 | $1.4M | 12k | 112.45 |
| 2016-06-30 | $1.4M | 12k | 112.60 |
| 2016-03-31 | $1.4M | 12k | 110.85 |
| 2015-12-31 | $1.3M | 12k | 108.02 |
| 2015-09-30 | $1.3M | 12k | 109.57 |
| 2015-06-30 | $1.3M | 12k | 108.77 |
| 2015-03-31 | $1.3M | 11k | 111.46 |
| 2014-12-31 | $1.2M | 11k | 110.09 |
| 2014-09-30 | $1.2M | 11k | 109.09 |
| 2014-06-30 | $1.2M | 11k | 109.38 |
| 2014-03-31 | $1.2M | 11k | 107.89 |
| 2013-12-31 | $1.1M | 11k | 106.38 |
| 2013-09-30 | $1.1M | 11k | 107.18 |
| 2013-06-30 | $1.1M | 10k | 107.19 |
| 2011-12-31 | $64k | 583 | 109.78 |
| 2011-03-31 | $49k | 468 | 104.70 |
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