iShares Lehman Aggregate Bond shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 18k | 101.28 |
| 2024-06-30 | $1.8M | 18k | 97.07 |
| 2024-03-31 | $1.9M | 20k | 97.94 |
| 2023-12-31 | $2.0M | 20k | 99.25 |
| 2023-09-30 | $2.0M | 21k | 94.04 |
| 2023-06-30 | $2.0M | 21k | 97.95 |
| 2023-03-31 | $2.2M | 22k | 99.64 |
| 2022-12-31 | $2.6M | 27k | 96.99 |
| 2022-09-30 | $4.7M | 49k | 96.34 |
| 2022-06-30 | $5.6M | 56k | 101.67 |
| 2022-03-31 | $6.4M | 60k | 107.09 |
| 2021-12-31 | $6.9M | 60k | 114.07 |
| 2021-09-30 | $7.6M | 66k | 114.82 |
| 2021-06-30 | $7.8M | 68k | 115.32 |
| 2021-03-31 | $8.0M | 70k | 113.83 |
| 2020-12-31 | $8.5M | 72k | 118.19 |
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