iShares Lehman Aggregate Bond shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 8.1k | 100.25 |
| 2025-06-30 | $746k | 7.5k | 99.19 |
| 2021-06-30 | $261k | 2.3k | 115.28 |
| 2021-03-31 | $330k | 2.9k | 113.87 |
| 2020-12-31 | $342k | 2.9k | 118.34 |
| 2020-09-30 | $332k | 2.8k | 118.02 |
| 2020-06-30 | $221k | 1.9k | 117.93 |
| 2018-06-30 | $65k | 611 | 106.38 |
| 2018-03-31 | $64k | 608 | 105.26 |
| 2017-12-31 | $66k | 604 | 109.27 |
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