iShares Lehman Aggregate Bond shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 15k | 97.07 |
| 2024-03-31 | $1.2M | 12k | 97.94 |
| 2023-12-31 | $1.3M | 13k | 99.25 |
| 2023-09-30 | $769k | 8.2k | 94.04 |
| 2023-06-30 | $763k | 7.8k | 97.95 |
| 2023-03-31 | $702k | 7.0k | 99.64 |
| 2022-12-31 | $664k | 6.8k | 97.02 |
| 2022-09-30 | $783k | 8.1k | 96.38 |
| 2022-06-30 | $880k | 8.7k | 101.65 |
| 2022-03-31 | $1.0M | 9.4k | 107.15 |
| 2021-12-31 | $987k | 8.7k | 114.10 |
| 2021-09-30 | $1.0M | 8.9k | 114.80 |
| 2021-06-30 | $1.1M | 9.6k | 115.30 |
| 2021-03-31 | $1.2M | 11k | 113.79 |
| 2020-12-31 | $1.6M | 13k | 118.15 |
| 2020-09-30 | $1.4M | 12k | 118.03 |
| 2020-06-30 | $960k | 8.1k | 118.15 |
| 2020-03-31 | $987k | 8.6k | 115.41 |
| 2019-12-31 | $886k | 7.9k | 112.41 |
| 2019-09-30 | $787k | 7.0k | 113.22 |
| 2019-06-30 | $654k | 5.9k | 111.39 |
| 2019-03-31 | $682k | 6.2k | 109.14 |
| 2018-12-31 | $1.1M | 10k | 106.44 |
| 2018-09-30 | $676k | 6.4k | 105.59 |
| 2018-06-30 | $1.3M | 12k | 106.33 |
| 2018-03-31 | $1.4M | 13k | 107.28 |
| 2017-12-31 | $1.5M | 13k | 109.33 |
| 2017-09-30 | $1.5M | 13k | 109.57 |
| 2017-06-30 | $1.5M | 14k | 109.48 |
| 2017-03-31 | $1.5M | 14k | 108.49 |
| 2016-12-31 | $1.6M | 15k | 108.09 |
| 2016-09-30 | $1.7M | 15k | 112.39 |
| 2016-06-30 | $1.7M | 15k | 112.63 |
| 2016-03-31 | $1.9M | 17k | 110.84 |
| 2015-12-31 | $1.9M | 17k | 108.03 |
| 2015-09-30 | $1.8M | 17k | 109.60 |
| 2015-06-30 | $1.7M | 15k | 108.75 |
| 2015-03-31 | $1.1M | 10k | 110.16 |
| 2014-12-31 | $1.1M | 10k | 110.16 |
| 2014-09-30 | $1.1M | 10k | 109.13 |
| 2014-06-30 | $1.1M | 10k | 109.37 |
| 2014-03-31 | $996k | 9.2k | 107.91 |
| 2013-12-31 | $969k | 9.1k | 106.43 |
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