iShares Lehman Aggregate Bond shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $626k | 6.4k | 97.93 |
| 2023-12-31 | $633k | 6.4k | 99.25 |
| 2023-06-30 | $635k | 6.5k | 97.95 |
| 2023-03-31 | $725k | 7.3k | 99.65 |
| 2022-12-31 | $701k | 7.2k | 97.00 |
| 2022-09-30 | $731k | 7.6k | 96.29 |
| 2022-06-30 | $791k | 7.8k | 101.62 |
| 2022-03-31 | $2.2M | 20k | 107.09 |
| 2021-12-31 | $2.8M | 24k | 114.08 |
| 2021-09-30 | $4.2M | 37k | 114.83 |
| 2021-06-30 | $6.1M | 53k | 115.24 |
| 2021-03-31 | $7.9M | 69k | 113.83 |
| 2020-12-31 | $12M | 105k | 118.19 |
| 2020-09-30 | $14M | 121k | 118.06 |
| 2020-06-30 | $11M | 95k | 118.21 |
| 2020-03-31 | $11M | 93k | 115.37 |
| 2019-12-31 | $11M | 96k | 112.37 |
| 2019-09-30 | $13M | 112k | 113.17 |
| 2019-06-30 | $8.1M | 73k | 111.36 |
| 2019-03-31 | $8.9M | 81k | 109.07 |
| 2018-12-31 | $6.0M | 56k | 106.49 |
| 2018-09-30 | $7.8M | 74k | 105.51 |
| 2018-06-30 | $16M | 153k | 105.85 |
| 2018-03-31 | $13M | 117k | 107.25 |
| 2017-12-31 | $12M | 112k | 108.38 |
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