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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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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
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