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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Advisor OS

Quarter filed Position value Share count Share price at filing
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