iShares Lehman Aggregate Bond shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 19k | 97.94 |
| 2023-12-31 | $1.9M | 19k | 99.25 |
| 2023-09-30 | $1.9M | 20k | 94.04 |
| 2023-06-30 | $2.8M | 29k | 97.95 |
| 2023-03-31 | $2.8M | 28k | 99.64 |
| 2022-12-31 | $3.1M | 32k | 96.99 |
| 2022-09-30 | $2.9M | 30k | 96.33 |
| 2022-06-30 | $1.5M | 15k | 101.71 |
| 2022-03-31 | $1.1M | 10k | 107.14 |
| 2021-12-31 | $857k | 7.5k | 114.04 |
| 2021-09-30 | $1.1M | 9.2k | 114.86 |
| 2021-06-30 | $959k | 8.3k | 115.36 |
| 2021-03-31 | $880k | 7.7k | 113.77 |
| 2020-12-31 | $908k | 7.7k | 118.26 |
| 2020-09-30 | $2.3M | 20k | 118.08 |
| 2020-06-30 | $3.6M | 31k | 118.27 |
| 2020-03-31 | $4.0M | 28k | 143.73 |
| 2019-12-31 | $1.9M | 17k | 112.91 |
| 2019-09-30 | $1.1M | 9.8k | 113.14 |
| 2019-06-30 | $1.1M | 9.9k | 111.39 |
| 2019-03-31 | $999k | 9.2k | 109.07 |
| 2018-12-31 | $1.8M | 17k | 106.46 |
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