iShares Lehman Aggregate Bond shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 281k | 100.25 |
| 2025-06-30 | $22M | 220k | 99.20 |
| 2025-03-31 | $17M | 169k | 98.92 |
| 2024-09-30 | $8.4k | 83 | 101.27 |
| 2022-03-31 | $298k | 2.8k | 107.19 |
| 2021-12-31 | $311k | 2.8k | 111.87 |
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