iShares Lehman Aggregate Bond shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 100.25 |
| 2025-06-30 | $1.8M | 18k | 99.20 |
| 2025-03-31 | $4.0M | 41k | 98.92 |
| 2024-12-31 | $24M | 250k | 96.90 |
| 2024-09-30 | $40M | 394k | 101.27 |
| 2024-06-30 | $33M | 346k | 96.25 |
| 2024-03-31 | $31M | 324k | 96.94 |
| 2023-12-31 | $30M | 301k | 99.25 |
| 2023-09-30 | $19M | 198k | 97.95 |
| 2023-06-30 | $19M | 198k | 97.95 |
| 2023-03-31 | $17M | 170k | 99.64 |
| 2022-12-31 | $16M | 160k | 96.99 |
| 2022-09-30 | $16M | 162k | 96.34 |
| 2022-06-30 | $16M | 161k | 101.68 |
| 2022-03-31 | $17M | 162k | 107.10 |
| 2021-12-31 | $19M | 165k | 114.08 |
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