iShares Lehman Aggregate Bond shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 17k | 94.04 |
| 2023-06-30 | $1.4M | 14k | 97.95 |
| 2023-03-31 | $1.4M | 14k | 99.64 |
| 2022-12-31 | $14k | 147 | 96.99 |
| 2022-09-30 | $274k | 2.8k | 96.48 |
| 2022-06-30 | $54k | 529 | 102.08 |
| 2022-03-31 | $98k | 914 | 107.22 |
| 2021-12-31 | $22k | 190 | 115.79 |
| 2021-09-30 | $22k | 190 | 115.79 |
| 2021-06-30 | $35k | 300 | 116.67 |
| 2021-03-31 | $23k | 200 | 115.00 |
| 2020-12-31 | $35k | 297 | 117.85 |
| 2020-09-30 | $47k | 401 | 117.21 |
| 2020-06-30 | $33k | 287 | 114.98 |
| 2020-03-31 | $31k | 274 | 113.14 |
| 2019-12-31 | $30k | 274 | 109.49 |
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