iShares Lehman Aggregate Bond shares owned by Avalon Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.5M | 25k | 99.64 |
| 2022-12-31 | $2.4M | 25k | 96.98 |
| 2022-09-30 | $1.6M | 17k | 96.33 |
| 2022-06-30 | $1.6M | 16k | 101.65 |
| 2022-03-31 | $1.8M | 17k | 107.10 |
| 2021-12-31 | $2.0M | 18k | 114.09 |
| 2021-09-30 | $2.3M | 20k | 114.82 |
| 2021-06-30 | $1.9M | 16k | 115.35 |
| 2021-03-31 | $1.6M | 14k | 113.84 |
| 2020-12-31 | $1.2M | 10k | 118.23 |
| 2020-09-30 | $1.1M | 9.2k | 118.01 |
| 2020-06-30 | $905k | 7.7k | 118.15 |
| 2020-03-31 | $801k | 6.9k | 115.35 |
| 2019-12-31 | $771k | 6.9k | 112.36 |
| 2019-09-30 | $766k | 6.8k | 113.11 |
| 2019-06-30 | $753k | 6.8k | 111.41 |
| 2019-03-31 | $732k | 6.7k | 109.01 |
| 2018-12-31 | $716k | 6.7k | 106.50 |
| 2018-09-30 | $706k | 6.7k | 105.56 |
| 2018-06-30 | $663k | 6.2k | 106.25 |
| 2018-03-31 | $669k | 6.2k | 107.21 |
| 2017-12-31 | $647k | 5.9k | 109.25 |
| 2017-03-31 | $614k | 5.7k | 108.58 |
| 2016-12-31 | $611k | 5.7k | 108.05 |
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