iShares Lehman Aggregate Bond shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 45k | 97.94 |
| 2023-09-30 | $3.1M | 33k | 94.04 |
| 2023-06-30 | $2.6M | 27k | 97.95 |
| 2023-03-31 | $2.4M | 24k | 99.64 |
| 2022-12-31 | $2.4M | 25k | 96.99 |
| 2022-09-30 | $889k | 9.2k | 96.38 |
| 2022-06-30 | $539k | 5.3k | 101.72 |
| 2022-03-31 | $7.5M | 70k | 107.11 |
| 2021-09-30 | $4.2M | 37k | 114.82 |
| 2021-06-30 | $4.6M | 40k | 115.32 |
| 2021-03-31 | $2.1M | 18k | 113.83 |
| 2020-12-31 | $2.7M | 23k | 118.17 |
| 2020-09-30 | $2.6M | 22k | 118.06 |
| 2020-06-30 | $2.6M | 22k | 118.22 |
| 2020-03-31 | $2.9M | 26k | 115.35 |
| 2019-12-31 | $6.1M | 54k | 112.36 |
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