iShares Lehman Aggregate Bond shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 103k | 97.94 |
| 2023-12-31 | $10M | 103k | 99.25 |
| 2023-09-30 | $4.2M | 45k | 94.04 |
| 2023-06-30 | $4.4M | 45k | 97.95 |
| 2023-03-31 | $4.5M | 45k | 99.64 |
| 2022-12-31 | $4.7M | 49k | 96.99 |
| 2022-09-30 | $4.9M | 51k | 96.34 |
| 2022-06-30 | $7.0M | 69k | 101.69 |
| 2022-03-31 | $12M | 110k | 107.10 |
| 2021-12-31 | $91M | 795k | 114.08 |
| 2021-09-30 | $13M | 115k | 114.83 |
| 2021-06-30 | $13M | 116k | 115.68 |
| 2021-03-31 | $12M | 105k | 114.15 |
| 2020-12-31 | $13M | 107k | 118.19 |
| 2020-09-30 | $13M | 107k | 117.98 |
| 2020-06-30 | $12M | 103k | 118.21 |
| 2020-03-31 | $13M | 113k | 115.37 |
| 2019-12-31 | $13M | 116k | 112.79 |
| 2019-09-30 | $13M | 118k | 113.49 |
| 2019-06-30 | $14M | 126k | 111.35 |
| 2019-03-31 | $14M | 129k | 108.40 |
| 2018-12-31 | $13M | 124k | 106.55 |
| 2018-09-30 | $12M | 115k | 104.44 |
| 2018-06-30 | $12M | 112k | 106.32 |
| 2018-03-31 | $13M | 118k | 107.25 |
| 2017-12-31 | $13M | 116k | 109.33 |
| 2017-09-30 | $12M | 113k | 109.59 |
| 2017-06-30 | $12M | 111k | 109.51 |
| 2017-03-31 | $12M | 110k | 108.49 |
| 2016-12-31 | $13M | 119k | 108.06 |
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