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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

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Quarterly 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