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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

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

Quarter filed Position value Share count Share price at filing
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