iShares Lehman Aggregate Bond shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 30k | 97.94 |
| 2023-12-31 | $3.3M | 33k | 99.25 |
| 2023-09-30 | $3.3M | 35k | 94.04 |
| 2023-06-30 | $3.4M | 35k | 97.95 |
| 2023-03-31 | $3.9M | 39k | 99.64 |
| 2022-12-31 | $3.0M | 31k | 96.99 |
| 2022-09-30 | $3.4M | 35k | 96.33 |
| 2022-06-30 | $3.7M | 36k | 101.69 |
| 2022-03-31 | $4.0M | 38k | 107.09 |
| 2021-12-31 | $5.5M | 48k | 114.07 |
| 2021-09-30 | $4.8M | 42k | 114.83 |
| 2021-06-30 | $4.7M | 41k | 115.33 |
| 2021-03-31 | $2.6M | 23k | 113.84 |
| 2020-12-31 | $2.6M | 22k | 118.21 |
| 2020-09-30 | $2.3M | 20k | 118.08 |
| 2020-06-30 | $1.6M | 13k | 118.24 |
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