iShares Lehman Aggregate Bond shares owned by Advance Capital Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Advance Capital Management
from 13F filings
Historical chart of Advance Capital Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Advance Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Advance Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 4.3k | 100.24 |
| 2025-06-30 | $447k | 4.5k | 99.21 |
| 2025-03-31 | $250k | 2.5k | 98.92 |
| 2024-12-31 | $420k | 4.3k | 96.91 |
| 2024-09-30 | $387k | 3.8k | 101.26 |
| 2024-06-30 | $482k | 5.0k | 97.06 |
| 2024-03-31 | $717k | 7.3k | 97.94 |
| 2023-12-31 | $382k | 3.8k | 99.24 |
| 2023-09-30 | $369k | 3.9k | 94.03 |
| 2023-06-30 | $746k | 7.6k | 97.94 |
| 2023-03-31 | $844k | 8.5k | 99.64 |
| 2022-12-31 | $1.0M | 11k | 96.99 |
| 2022-03-31 | $295k | 2.8k | 106.92 |
| 2021-12-31 | $290k | 2.5k | 113.95 |
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