iShares Lehman Aggregate Bond shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $320k | 2.8k | 115.48 |
| 2021-03-31 | $315k | 2.8k | 113.68 |
| 2020-12-31 | $496k | 4.2k | 118.32 |
| 2020-09-30 | $491k | 4.2k | 117.97 |
| 2020-06-30 | $384k | 3.3k | 118.12 |
| 2020-03-31 | $383k | 3.3k | 115.22 |
| 2019-12-31 | $475k | 4.2k | 112.45 |
| 2019-09-30 | $512k | 4.5k | 113.15 |
| 2019-06-30 | $683k | 6.1k | 111.36 |
| 2019-03-31 | $614k | 5.6k | 109.02 |
| 2018-12-31 | $630k | 5.9k | 106.56 |
| 2018-09-30 | $11M | 106k | 105.52 |
| 2018-06-30 | $17M | 163k | 106.32 |
| 2018-03-31 | $19M | 181k | 107.25 |
| 2017-12-31 | $20M | 178k | 109.33 |
| 2017-09-30 | $16M | 146k | 109.59 |
| 2017-06-30 | $16M | 147k | 109.51 |
| 2017-03-31 | $15M | 136k | 108.49 |
| 2016-12-31 | $16M | 145k | 108.06 |
| 2016-09-30 | $14M | 122k | 112.42 |
| 2016-06-30 | $7.5M | 67k | 112.62 |
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