iShares Lehman Aggregate Bond shares owned by Alpha Financial Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Alpha Financial Partners
from 13F filings
Historical chart of Alpha 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 Alpha Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Alpha Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 173k | 100.25 |
| 2025-06-30 | $16M | 163k | 99.20 |
| 2025-03-31 | $16M | 162k | 98.92 |
| 2024-12-31 | $16M | 168k | 96.90 |
| 2024-06-30 | $14M | 140k | 97.07 |
| 2024-03-31 | $13M | 128k | 97.94 |
| 2023-12-31 | $12M | 121k | 99.25 |
| 2023-09-30 | $5.1M | 54k | 94.04 |
| 2023-06-30 | $4.4M | 44k | 97.95 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond