iShares Lehman Aggregate Bond shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $669k | 6.7k | 100.25 |
| 2025-06-30 | $735k | 7.4k | 99.20 |
| 2025-03-31 | $715k | 7.2k | 98.92 |
| 2024-12-31 | $377k | 3.9k | 96.90 |
| 2024-09-30 | $498k | 4.9k | 101.27 |
| 2024-06-30 | $469k | 4.8k | 97.07 |
| 2024-03-31 | $325k | 3.3k | 97.94 |
| 2023-12-31 | $234k | 2.4k | 99.24 |
| 2022-09-30 | $406k | 4.2k | 96.64 |
| 2022-06-30 | $300k | 3.0k | 101.21 |
| 2022-03-31 | $306k | 2.9k | 107.18 |
| 2021-12-31 | $770k | 14k | 54.49 |
| 2021-09-30 | $308k | 2.7k | 114.71 |
| 2021-06-30 | $313k | 2.7k | 116.57 |
| 2021-03-31 | $315k | 2.7k | 117.32 |
| 2020-12-31 | $315k | 2.7k | 117.32 |
| 2020-09-30 | $317k | 2.7k | 118.06 |
| 2020-06-30 | $317k | 2.7k | 118.06 |
| 2020-03-31 | $328k | 2.8k | 115.82 |
| 2019-12-31 | $318k | 2.8k | 112.29 |
| 2019-09-30 | $289k | 2.6k | 113.16 |
| 2019-06-30 | $284k | 2.6k | 111.20 |
| 2019-03-31 | $263k | 2.4k | 109.26 |
| 2018-12-31 | $256k | 2.4k | 106.36 |
| 2018-09-30 | $254k | 2.4k | 105.53 |
| 2018-06-30 | $257k | 2.4k | 106.24 |
| 2018-03-31 | $259k | 2.4k | 107.07 |
| 2017-12-31 | $385k | 3.5k | 109.25 |
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