iShares Lehman Aggregate Bond shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $942k | 9.4k | 100.25 |
| 2025-06-30 | $11M | 111k | 99.20 |
| 2025-03-31 | $11M | 107k | 98.92 |
| 2024-12-31 | $9.8M | 101k | 96.90 |
| 2024-09-30 | $9.7M | 96k | 101.27 |
| 2024-06-30 | $8.1M | 83k | 97.07 |
| 2024-03-31 | $7.6M | 78k | 97.94 |
| 2023-12-31 | $6.6M | 66k | 99.25 |
| 2023-09-30 | $5.7M | 61k | 94.04 |
| 2023-06-30 | $123k | 1.3k | 97.95 |
| 2023-03-31 | $125k | 1.3k | 99.64 |
| 2022-12-31 | $122k | 1.3k | 96.99 |
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