Ariel Capital Advisors »

iShares Lehman Aggregate Bond shares owned by Ariel Capital Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ariel Capital Advisors from 13F filings

Historical chart of Ariel Capital 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 Ariel Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Ariel Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 2.2k 101.27
2024-06-30 $117k 1.2k 97.07
2024-03-31 $118k 1.2k 97.94
2023-12-31 $119k 1.2k 99.25
2023-09-30 $113k 1.2k 94.04
2023-06-30 $118k 1.2k 97.95
2023-03-31 $120k 1.2k 99.64
2022-12-31 $116k 1.2k 96.99
2022-09-30 $116k 1.2k 96.67
2022-06-30 $122k 1.2k 101.67
2022-03-31 $155k 1.4k 107.12
2021-12-31 $165k 1.4k 114.03
2021-09-30 $166k 1.4k 114.72
2021-06-30 $167k 1.4k 115.41
2021-03-31 $149k 1.3k 114.00
2020-12-31 $142k 1.2k 117.94
2020-09-30 $142k 1.2k 117.94
2020-06-30 $142k 1.2k 117.94
2020-03-31 $139k 1.2k 115.45
2019-12-31 $28k 247 113.36
2019-09-30 $28k 247 113.36
2019-06-30 $28k 247 113.36
2018-09-30 $11k 105 104.76
2018-06-30 $43k 400 107.50
2018-03-31 $43k 400 107.50
2017-09-30 $44k 400 110.00
2017-06-30 $44k 400 110.00
2017-03-31 $88k 810 108.64
2016-12-31 $88k 810 108.64
2016-09-30 $112k 1.0k 112.00
2016-06-30 $135k 1.2k 112.50
2015-12-31 $130k 1.2k 108.33
2015-09-30 $154k 1.4k 110.00
2015-06-30 $154k 1.4k 110.00
2015-03-31 $134k 1.2k 111.67