iShares Lehman Aggregate Bond shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 5.1k | 100.28 |
| 2025-06-30 | $357k | 3.6k | 99.11 |
| 2025-03-31 | $356k | 3.6k | 98.94 |
| 2024-12-31 | $362k | 3.7k | 97.00 |
| 2024-09-30 | $265k | 2.6k | 101.15 |
| 2024-06-30 | $257k | 2.7k | 96.87 |
| 2024-03-31 | $259k | 2.6k | 97.85 |
| 2023-12-31 | $190k | 1.9k | 99.27 |
| 2023-09-30 | $580k | 6.2k | 94.09 |
| 2023-06-30 | $698k | 7.1k | 97.88 |
| 2023-03-31 | $698k | 7.0k | 99.63 |
| 2022-12-31 | $788k | 8.1k | 96.95 |
| 2022-09-30 | $651k | 6.8k | 96.39 |
| 2022-06-30 | $2.6M | 25k | 101.68 |
| 2022-03-31 | $3.3M | 31k | 107.09 |
| 2021-12-31 | $3.6M | 32k | 114.08 |
| 2021-09-30 | $3.7M | 32k | 114.84 |
| 2021-06-30 | $3.8M | 33k | 115.33 |
| 2021-03-31 | $4.0M | 35k | 113.84 |
| 2020-12-31 | $4.1M | 35k | 118.18 |
| 2020-09-30 | $4.0M | 34k | 118.06 |
| 2020-06-30 | $3.3M | 28k | 118.21 |
| 2020-03-31 | $3.2M | 28k | 115.36 |
| 2019-12-31 | $3.8M | 34k | 112.37 |
| 2019-09-30 | $3.6M | 32k | 113.19 |
| 2019-06-30 | $3.6M | 32k | 111.35 |
| 2019-03-31 | $3.5M | 32k | 109.08 |
| 2018-12-31 | $3.4M | 32k | 106.48 |
| 2018-09-30 | $61k | 575 | 106.09 |
| 2018-06-30 | $61k | 574 | 106.27 |
| 2018-03-31 | $443k | 4.1k | 107.29 |
| 2017-12-31 | $251k | 2.3k | 109.42 |
| 2017-09-30 | $63k | 574 | 109.76 |
| 2017-06-30 | $63k | 574 | 109.76 |
| 2017-03-31 | $62k | 574 | 108.01 |
| 2016-12-31 | $1.6M | 15k | 108.04 |
| 2016-09-30 | $65k | 574 | 113.24 |
| 2016-06-30 | $65k | 574 | 113.24 |
| 2016-03-31 | $135k | 1.2k | 111.11 |
| 2015-12-31 | $187k | 1.7k | 108.28 |
| 2015-09-30 | $133k | 1.2k | 109.47 |
| 2015-06-30 | $162k | 1.5k | 108.80 |
| 2015-03-31 | $166k | 1.5k | 111.48 |
| 2014-12-31 | $164k | 1.5k | 110.14 |
| 2014-09-30 | $162k | 1.5k | 108.80 |
| 2014-06-30 | $238k | 2.2k | 109.27 |
| 2014-03-31 | $236k | 2.2k | 107.81 |
| 2013-12-31 | $488k | 4.6k | 106.36 |
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