iShares Lehman Aggregate Bond shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $716k | 7.3k | 97.94 |
| 2023-12-31 | $403k | 4.1k | 99.25 |
| 2023-09-30 | $151k | 1.6k | 94.06 |
| 2023-06-30 | $163k | 1.7k | 97.97 |
| 2023-03-31 | $199k | 2.0k | 99.14 |
| 2022-12-31 | $426k | 4.4k | 96.99 |
| 2022-09-30 | $291k | 3.0k | 96.26 |
| 2022-06-30 | $438k | 4.3k | 101.67 |
| 2022-03-31 | $523k | 4.9k | 107.13 |
| 2021-12-31 | $541k | 4.9k | 110.27 |
| 2021-09-30 | $1.1M | 9.3k | 115.95 |
| 2021-06-30 | $1.1M | 9.3k | 115.95 |
| 2021-03-31 | $1.7M | 15k | 113.81 |
| 2020-12-31 | $1.9M | 16k | 118.21 |
| 2020-09-30 | $2.5M | 21k | 118.04 |
| 2020-06-30 | $1.8M | 15k | 118.10 |
| 2020-03-31 | $8.1M | 71k | 114.18 |
| 2019-12-31 | $1.6M | 57k | 28.05 |
| 2019-09-30 | $5.2M | 46k | 113.17 |
| 2019-06-30 | $3.3M | 30k | 111.36 |
| 2019-03-31 | $3.3M | 31k | 109.07 |
| 2018-12-31 | $2.9M | 27k | 106.50 |
| 2018-09-30 | $201k | 1.9k | 105.35 |
| 2018-03-31 | $301k | 2.8k | 107.19 |
| 2017-12-31 | $240k | 2.2k | 109.29 |
| 2016-12-31 | $69k | 635 | 107.97 |
| 2016-06-30 | $52k | 458 | 112.51 |
| 2016-03-31 | $25k | 229 | 110.99 |
| 2015-12-31 | $36k | 334 | 108.10 |
| 2015-09-30 | $36k | 332 | 109.54 |
| 2015-06-30 | $36k | 330 | 108.89 |
| 2015-03-31 | $25k | 226 | 111.51 |
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