iShares Lehman Aggregate Bond shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $941k | 9.3k | 101.27 |
| 2024-03-31 | $1.6M | 16k | 97.94 |
| 2023-12-31 | $3.2M | 33k | 99.25 |
| 2023-09-30 | $3.9M | 42k | 94.04 |
| 2023-06-30 | $5.3M | 54k | 97.95 |
| 2023-03-31 | $7.8M | 79k | 99.64 |
| 2022-12-31 | $8.9M | 92k | 96.99 |
| 2022-09-30 | $11M | 118k | 96.34 |
| 2022-06-30 | $11M | 105k | 101.68 |
| 2022-03-31 | $13M | 120k | 107.10 |
| 2021-12-31 | $18M | 158k | 114.08 |
| 2021-09-30 | $18M | 155k | 114.83 |
| 2021-06-30 | $17M | 144k | 115.33 |
| 2021-03-31 | $17M | 145k | 113.83 |
| 2020-12-31 | $15M | 128k | 118.19 |
| 2020-09-30 | $12M | 101k | 118.06 |
| 2020-06-30 | $9.2M | 78k | 118.21 |
| 2020-03-31 | $8.0M | 68k | 117.24 |
| 2019-12-31 | $7.2M | 64k | 112.37 |
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