iShares Lehman Aggregate Bond shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.1M | 11k | 98.98 |
| 2026-03-31 | $952k | 9.6k | 99.27 |
| 2025-12-31 | $930k | 9.3k | 99.87 |
| 2025-09-30 | $909k | 9.1k | 100.25 |
| 2025-06-30 | $893k | 9.0k | 99.20 |
| 2025-03-31 | $881k | 8.9k | 98.92 |
| 2024-12-31 | $890k | 9.2k | 96.89 |
| 2024-09-30 | $935k | 9.2k | 101.27 |
| 2024-06-30 | $970k | 10k | 97.07 |
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-12-31 | $1.0M | 11k | 99.25 |
| 2023-09-30 | $969k | 10k | 94.04 |
| 2023-06-30 | $966k | 9.9k | 97.95 |
| 2023-03-31 | $890k | 8.9k | 99.64 |
| 2022-12-31 | $821k | 8.5k | 96.99 |
| 2022-09-30 | $802k | 8.3k | 96.34 |
| 2022-06-30 | $804k | 7.9k | 101.68 |
| 2022-03-31 | $933k | 8.7k | 107.10 |
| 2021-09-30 | $971k | 8.5k | 114.08 |
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