iShares Lehman Aggregate Bond shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Arete Wealth Advisors 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 Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 85k | 100.26 |
| 2025-06-30 | $8.4M | 85k | 99.21 |
| 2025-03-31 | $9.1M | 92k | 98.92 |
| 2024-12-31 | $8.7M | 90k | 96.94 |
| 2024-09-30 | $6.1M | 60k | 101.16 |
| 2024-03-31 | $8.4M | 86k | 97.94 |
| 2023-12-31 | $12M | 115k | 99.25 |
| 2023-09-30 | $2.6M | 28k | 94.04 |
| 2023-06-30 | $14M | 138k | 97.95 |
| 2023-03-31 | $14B | 139k | 99640.06 |
| 2022-12-31 | $13B | 132k | 96989.95 |
| 2022-09-30 | $9.5M | 99k | 96.34 |
| 2022-06-30 | $9.5M | 93k | 101.80 |
| 2022-03-31 | $10M | 96k | 107.10 |
| 2021-12-31 | $11M | 98k | 113.92 |
| 2021-09-30 | $10M | 89k | 114.84 |
| 2021-06-30 | $428k | 73k | 5.83 |
| 2021-03-31 | $5.6M | 49k | 113.83 |
| 2020-12-31 | $3.0M | 25k | 118.13 |
| 2020-09-30 | $2.9M | 25k | 117.92 |
| 2020-06-30 | $2.2M | 18k | 118.19 |
| 2020-03-31 | $702k | 6.1k | 115.42 |
| 2019-12-31 | $864k | 7.7k | 112.38 |
| 2019-09-30 | $1.3M | 11k | 113.13 |
| 2019-06-30 | $1.3M | 11k | 111.34 |
| 2019-03-31 | $1.1M | 11k | 109.04 |
| 2018-12-31 | $1.1M | 10k | 106.48 |
| 2018-09-30 | $1.1M | 11k | 105.52 |
| 2018-06-30 | $1.1M | 10k | 106.33 |
| 2018-03-31 | $1.1M | 10k | 107.20 |
| 2017-12-31 | $1.5M | 14k | 109.36 |
| 2017-09-30 | $1.3M | 12k | 109.59 |
| 2017-06-30 | $1.2M | 11k | 109.54 |
| 2017-03-31 | $1.3M | 12k | 108.47 |
| 2016-12-31 | $2.2M | 21k | 108.08 |
| 2016-09-30 | $2.4M | 21k | 112.43 |
| 2016-06-30 | $1.9M | 17k | 112.60 |
| 2016-03-31 | $1.1M | 9.6k | 110.86 |
| 2015-12-31 | $742k | 6.9k | 108.02 |
| 2015-09-30 | $654k | 6.0k | 109.60 |
| 2015-06-30 | $553k | 5.1k | 108.75 |
| 2015-03-31 | $724k | 6.5k | 111.42 |
| 2014-12-31 | $458k | 4.2k | 110.10 |
| 2014-09-30 | $454k | 4.2k | 109.13 |
| 2014-06-30 | $455k | 4.2k | 109.38 |
| 2014-03-31 | $440k | 4.1k | 107.98 |
| 2013-12-31 | $451k | 4.2k | 106.37 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond