iShares Lehman Aggregate Bond shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $8.6M | 75k | 115.33 |
| 2021-03-31 | $7.9M | 70k | 113.82 |
| 2020-12-31 | $7.7M | 65k | 118.18 |
| 2020-09-30 | $8.4M | 71k | 118.06 |
| 2020-06-30 | $8.0M | 68k | 118.21 |
| 2020-03-31 | $7.7M | 67k | 115.36 |
| 2019-12-31 | $7.6M | 67k | 113.03 |
| 2019-09-30 | $6.8M | 60k | 113.90 |
| 2019-06-30 | $5.7M | 51k | 112.13 |
| 2019-03-31 | $3.0M | 27k | 110.55 |
| 2018-12-31 | $2.4M | 22k | 108.29 |
| 2018-09-30 | $2.6M | 25k | 105.51 |
| 2018-06-30 | $1.2M | 11k | 106.34 |
| 2018-03-31 | $925k | 8.6k | 107.23 |
| 2017-12-31 | $864k | 7.9k | 109.27 |
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