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iShares Lehman Aggregate Bond shares owned by Atlas Financial Advisors

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

Historical chart of Atlas Financial 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 Atlas Financial 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 Atlas Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $920k 9.8k 94.04
2023-06-30 $1.2M 12k 97.95
2023-03-31 $16M 165k 99.64
2022-12-31 $12M 126k 96.99
2022-09-30 $18M 189k 96.34
2022-06-30 $25M 244k 101.68
2022-03-31 $26M 242k 107.10
2021-12-31 $32M 277k 114.08