iShares Lehman Aggregate Bond shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $207k | 2.1k | 98.61 |
| 2025-09-30 | $256k | 2.5k | 100.79 |
| 2025-06-30 | $247k | 2.5k | 98.46 |
| 2025-03-31 | $2.8M | 29k | 97.04 |
| 2024-12-31 | $3.1M | 32k | 95.85 |
| 2024-09-30 | $3.2M | 33k | 99.53 |
| 2024-06-30 | $3.0M | 31k | 98.05 |
| 2024-03-31 | $3.1M | 32k | 95.76 |
| 2023-12-31 | $3.2M | 32k | 98.36 |
| 2023-09-30 | $3.5M | 38k | 93.05 |
| 2023-06-30 | $3.7M | 38k | 97.01 |
| 2023-03-31 | $3.7M | 38k | 98.48 |
| 2022-12-31 | $3.7M | 37k | 100.29 |
| 2022-09-30 | $3.5M | 37k | 95.33 |
| 2022-06-30 | $3.8M | 38k | 101.86 |
| 2022-03-31 | $3.8M | 37k | 104.81 |
| 2021-12-31 | $3.6M | 32k | 112.17 |
| 2021-09-30 | $3.7M | 33k | 114.12 |
| 2021-06-30 | $3.8M | 33k | 115.35 |
| 2021-03-31 | $7.3M | 64k | 114.03 |
| 2020-12-31 | $3.9M | 33k | 116.88 |
| 2020-09-30 | $3.8M | 33k | 117.51 |
| 2020-06-30 | $3.7M | 31k | 118.35 |
| 2020-03-31 | $1.7M | 15k | 115.39 |
| 2019-12-31 | $2.7M | 24k | 112.77 |
| 2019-09-30 | $2.7M | 24k | 113.54 |
| 2019-06-30 | $2.4M | 22k | 110.93 |
| 2019-03-31 | $2.3M | 21k | 108.46 |
| 2018-12-31 | $2.3M | 21k | 107.35 |
| 2018-09-30 | $1.7M | 16k | 104.88 |
| 2018-06-30 | $1.5M | 14k | 106.35 |
| 2018-03-31 | $812k | 7.6k | 107.27 |
| 2017-12-31 | $291k | 2.7k | 109.40 |
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