XML Financial »

iShares Lehman Aggregate Bond shares owned by XML Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by XML Financial from 13F filings

Historical chart of XML Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by XML Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.1M 33k 94.04
2023-06-30 $3.6M 37k 97.95
2023-03-31 $16M 159k 99.64
2022-12-31 $15M 159k 96.99
2022-09-30 $13M 137k 96.34
2022-06-30 $1.5M 15k 101.69
2022-03-31 $1.5M 14k 107.12
2021-12-31 $2.0M 17k 114.09
2021-09-30 $1.8M 16k 114.80
2021-06-30 $1.7M 15k 115.34
2021-03-31 $1.4M 12k 113.79
2020-12-31 $1.4M 12k 118.20
2020-09-30 $1.1M 9.4k 117.96
2020-06-30 $700k 5.9k 118.12
2020-03-31 $614k 5.3k 115.61
2019-12-31 $662k 5.9k 112.28