iShares Lehman Aggregate Bond shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716M | 7.1M | 100.25 |
| 2025-06-30 | $658M | 6.6M | 99.20 |
| 2025-03-31 | $486M | 4.9M | 98.92 |
| 2024-12-31 | $5.5M | 57k | 96.90 |
| 2024-09-30 | $8.3M | 82k | 101.27 |
| 2024-06-30 | $4.9M | 51k | 97.07 |
| 2024-03-31 | $3.3M | 33k | 97.94 |
| 2022-06-30 | $213k | 2.1k | 101.87 |
| 2022-03-31 | $296k | 2.8k | 107.21 |
| 2021-12-31 | $1.5M | 14k | 114.11 |
| 2021-09-30 | $278k | 2.4k | 115.02 |
| 2021-06-30 | $302k | 2.6k | 115.44 |
| 2021-03-31 | $298k | 2.6k | 113.96 |
| 2020-12-31 | $1.3M | 11k | 118.23 |
| 2020-09-30 | $1.3M | 11k | 118.03 |
| 2020-06-30 | $2.6M | 22k | 118.21 |
| 2020-03-31 | $1.9M | 17k | 115.39 |
| 2019-12-31 | $6.1M | 54k | 112.37 |
| 2019-09-30 | $12M | 109k | 113.17 |
| 2019-06-30 | $12M | 106k | 111.35 |
| 2019-03-31 | $14M | 132k | 109.07 |
| 2018-12-31 | $7.3M | 68k | 106.49 |
| 2018-09-30 | $242k | 2.3k | 105.31 |
| 2018-06-30 | $8.7M | 82k | 106.32 |
| 2018-03-31 | $9.3M | 87k | 107.25 |
| 2017-12-31 | $18M | 165k | 109.33 |
| 2017-09-30 | $18M | 168k | 109.59 |
| 2017-06-30 | $18M | 167k | 109.51 |
| 2017-03-31 | $14M | 129k | 108.49 |
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