iShares Lehman Aggregate Bond shares owned by Advisor OS
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 39k | 100.25 |
| 2025-06-30 | $4.5M | 46k | 99.25 |
| 2025-03-31 | $3.3M | 34k | 98.92 |
| 2024-12-31 | $2.9M | 30k | 96.90 |
| 2024-09-30 | $2.8M | 27k | 101.27 |
| 2024-06-30 | $2.2M | 23k | 97.07 |
| 2024-03-31 | $2.3M | 23k | 97.94 |
| 2023-12-31 | $2.4M | 24k | 99.25 |
| 2023-09-30 | $7.0M | 75k | 94.04 |
| 2023-06-30 | $7.0M | 72k | 97.95 |
| 2023-03-31 | $1.0M | 11k | 99.64 |
| 2022-12-31 | $5.5M | 57k | 96.99 |
| 2022-09-30 | $5.4M | 56k | 96.05 |
| 2022-06-30 | $6.0M | 59k | 101.67 |
| 2022-03-31 | $1.7M | 16k | 106.97 |
| 2021-12-31 | $1.5M | 13k | 114.04 |
| 2021-09-30 | $1.4M | 13k | 114.64 |
| 2021-06-30 | $7.1M | 61k | 115.39 |
| 2021-03-31 | $6.7M | 59k | 113.79 |
| 2020-06-30 | $1.6M | 13k | 118.18 |
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