iShares Lehman Aggregate Bond shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 100.25 |
| 2025-06-30 | $1.6M | 16k | 99.20 |
| 2025-03-31 | $8.3M | 84k | 98.92 |
| 2024-12-31 | $7.7M | 79k | 96.90 |
| 2024-09-30 | $7.4M | 74k | 101.27 |
| 2024-06-30 | $7.5M | 78k | 97.07 |
| 2024-03-31 | $8.7M | 89k | 97.94 |
| 2023-12-31 | $8.2M | 83k | 99.25 |
| 2023-09-30 | $6.8M | 72k | 94.04 |
| 2023-06-30 | $9.6M | 98k | 97.95 |
| 2023-03-31 | $11M | 106k | 99.64 |
| 2022-12-31 | $19M | 200k | 96.99 |
| 2022-09-30 | $145k | 1.5k | 96.67 |
| 2022-06-30 | $102k | 1.0k | 102.00 |
| 2022-03-31 | $161k | 1.5k | 107.33 |
| 2021-12-31 | $282k | 2.5k | 113.94 |
| 2021-09-30 | $284k | 2.5k | 114.75 |
| 2021-06-30 | $747k | 6.5k | 115.37 |
| 2021-03-31 | $737k | 6.5k | 113.82 |
| 2020-12-31 | $293k | 2.5k | 118.38 |
| 2020-09-30 | $292k | 2.5k | 117.98 |
| 2020-06-30 | $293k | 2.5k | 118.38 |
| 2020-03-31 | $286k | 2.5k | 115.56 |
| 2019-12-31 | $278k | 2.5k | 112.32 |
| 2019-09-30 | $280k | 2.5k | 113.09 |
| 2019-06-30 | $964k | 8.7k | 111.41 |
| 2019-03-31 | $902k | 8.3k | 109.07 |
| 2018-12-31 | $854k | 8.0k | 106.51 |
| 2018-09-30 | $248k | 2.4k | 105.35 |
| 2018-06-30 | $529k | 5.0k | 106.42 |
| 2018-03-31 | $486k | 4.5k | 107.21 |
| 2017-12-31 | $456k | 4.2k | 109.33 |
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