iShares Lehman Aggregate Bond shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 186k | 101.27 |
| 2024-06-30 | $18M | 183k | 97.07 |
| 2024-03-31 | $18M | 178k | 97.94 |
| 2023-12-31 | $16M | 156k | 99.25 |
| 2023-09-30 | $15M | 155k | 94.04 |
| 2023-06-30 | $15M | 155k | 97.95 |
| 2023-03-31 | $15M | 146k | 99.64 |
| 2022-12-31 | $13M | 138k | 96.99 |
| 2022-09-30 | $12M | 123k | 96.34 |
| 2022-06-30 | $12M | 122k | 101.68 |
| 2022-03-31 | $13M | 121k | 107.10 |
| 2021-12-31 | $14M | 121k | 114.08 |
| 2021-09-30 | $13M | 115k | 114.83 |
| 2021-06-30 | $13M | 112k | 115.33 |
| 2021-03-31 | $11M | 100k | 113.83 |
| 2020-12-31 | $2.3M | 20k | 118.18 |
| 2020-09-30 | $2.3M | 19k | 118.08 |
| 2020-06-30 | $1.5M | 13k | 118.24 |
| 2020-03-31 | $1.3M | 11k | 115.33 |
| 2019-12-31 | $1.2M | 11k | 112.33 |
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