iShares Lehman Aggregate Bond shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 100.25 |
| 2025-06-30 | $1.4M | 15k | 99.20 |
| 2025-03-31 | $744k | 7.5k | 98.92 |
| 2024-12-31 | $732k | 7.6k | 96.91 |
| 2024-09-30 | $739k | 7.3k | 101.27 |
| 2024-06-30 | $670k | 6.9k | 97.07 |
| 2024-03-31 | $702k | 7.2k | 97.94 |
| 2023-12-31 | $11M | 106k | 99.25 |
| 2023-09-30 | $24M | 252k | 94.04 |
| 2023-06-30 | $26M | 269k | 97.95 |
| 2023-03-31 | $27M | 271k | 99.64 |
| 2022-12-31 | $26M | 267k | 96.99 |
| 2020-12-31 | $6.6M | 56k | 118.19 |
| 2020-09-30 | $6.9M | 58k | 118.07 |
| 2020-06-30 | $6.4M | 55k | 118.20 |
| 2020-03-31 | $5.7M | 49k | 115.37 |
| 2019-12-31 | $5.9M | 53k | 112.38 |
| 2019-09-30 | $5.7M | 50k | 113.17 |
| 2019-06-30 | $5.7M | 51k | 111.35 |
| 2019-03-31 | $5.2M | 48k | 109.06 |
| 2018-12-31 | $5.0M | 47k | 106.48 |
| 2018-09-30 | $5.4M | 52k | 104.37 |
| 2018-06-30 | $5.3M | 50k | 106.32 |
| 2018-03-31 | $5.6M | 52k | 107.26 |
| 2017-12-31 | $1.7M | 16k | 109.33 |
| 2017-09-30 | $1.2M | 11k | 109.59 |
| 2017-06-30 | $1.1M | 10k | 109.54 |
| 2017-03-31 | $817k | 7.5k | 108.50 |
| 2016-12-31 | $525k | 4.9k | 107.96 |
| 2016-09-30 | $437k | 3.9k | 112.40 |
| 2016-06-30 | $355k | 3.2k | 112.59 |
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