iShares Lehman Aggregate Bond shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78M | 779k | 100.25 |
| 2025-06-30 | $99M | 1.0M | 99.20 |
| 2025-03-31 | $92M | 927k | 98.92 |
| 2024-12-31 | $88M | 909k | 96.90 |
| 2024-09-30 | $84M | 828k | 101.27 |
| 2024-06-30 | $79M | 816k | 97.07 |
| 2024-03-31 | $82M | 839k | 97.94 |
| 2023-12-31 | $80M | 801k | 99.25 |
| 2023-09-30 | $76M | 811k | 94.04 |
| 2023-06-30 | $64M | 658k | 97.95 |
| 2023-03-31 | $60M | 606k | 99.64 |
| 2022-12-31 | $57M | 587k | 96.99 |
| 2022-09-30 | $60M | 621k | 96.34 |
| 2022-06-30 | $59M | 578k | 101.69 |
| 2022-03-31 | $60M | 559k | 107.10 |
| 2021-12-31 | $9.3M | 82k | 114.08 |
| 2021-09-30 | $11M | 92k | 114.83 |
| 2021-06-30 | $10M | 88k | 115.33 |
| 2021-03-31 | $10M | 88k | 113.83 |
| 2020-12-31 | $11M | 91k | 118.29 |
| 2020-09-30 | $9.2M | 78k | 118.09 |
| 2020-06-30 | $5.8M | 49k | 118.25 |
| 2020-03-31 | $1.0M | 9.0k | 114.72 |
| 2019-12-31 | $573k | 5.1k | 112.26 |
| 2019-09-30 | $388k | 3.4k | 113.09 |
| 2019-06-30 | $206k | 1.9k | 110.81 |
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