iShares Lehman Aggregate Bond shares owned by Adaptive Financial Consulting
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Adaptive Financial Consulting
from 13F filings
Historical chart of Adaptive Financial Consulting investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Adaptive Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 535k | 100.25 |
| 2025-06-30 | $52M | 523k | 99.20 |
| 2025-03-31 | $52M | 529k | 98.92 |
| 2024-12-31 | $51M | 528k | 96.90 |
| 2024-09-30 | $54M | 530k | 101.27 |
| 2024-06-30 | $50M | 510k | 97.07 |
| 2024-03-31 | $48M | 490k | 97.94 |
| 2023-12-31 | $47M | 473k | 99.25 |
| 2023-09-30 | $45M | 477k | 94.04 |
| 2023-06-30 | $41M | 415k | 97.95 |
| 2023-03-31 | $47M | 471k | 99.64 |
| 2022-12-31 | $45M | 460k | 96.99 |
| 2022-09-30 | $44M | 455k | 96.34 |
| 2022-06-30 | $43M | 426k | 101.68 |
| 2022-03-31 | $41M | 383k | 107.10 |
| 2021-12-31 | $42M | 365k | 114.08 |
| 2021-09-30 | $40M | 349k | 114.83 |
| 2021-06-30 | $39M | 338k | 115.33 |
| 2021-03-31 | $37M | 328k | 113.83 |
| 2020-12-31 | $33M | 280k | 118.19 |
| 2020-09-30 | $34M | 285k | 118.06 |
| 2020-06-30 | $30M | 255k | 118.21 |
| 2020-03-31 | $28M | 241k | 115.37 |
| 2019-12-31 | $25M | 224k | 112.37 |
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