iShares Lehman Aggregate Bond shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 91k | 100.25 |
| 2025-06-30 | $9.0M | 91k | 99.20 |
| 2025-03-31 | $9.5M | 96k | 98.92 |
| 2024-12-31 | $9.2M | 95k | 96.90 |
| 2024-09-30 | $9.5M | 94k | 101.27 |
| 2024-06-30 | $9.0M | 93k | 97.07 |
| 2024-03-31 | $9.6M | 98k | 97.94 |
| 2023-09-30 | $13M | 136k | 94.04 |
| 2023-06-30 | $17M | 172k | 97.95 |
| 2023-03-31 | $20M | 197k | 99.64 |
| 2022-12-31 | $19M | 200k | 96.99 |
| 2022-09-30 | $24M | 247k | 96.34 |
| 2022-06-30 | $37M | 362k | 101.68 |
| 2022-03-31 | $6.4M | 59k | 107.09 |
| 2021-12-31 | $901k | 7.9k | 114.11 |
| 2020-03-31 | $567k | 4.9k | 115.41 |
| 2019-12-31 | $666k | 5.9k | 112.42 |
| 2019-09-30 | $927k | 8.2k | 113.13 |
| 2019-06-30 | $925k | 8.3k | 111.39 |
| 2019-03-31 | $906k | 8.3k | 109.10 |
| 2018-12-31 | $3.2M | 30k | 106.49 |
| 2017-03-31 | $204k | 1.9k | 108.80 |
| 2016-12-31 | $16M | 149k | 108.06 |
| 2016-09-30 | $402k | 3.6k | 112.51 |
| 2016-06-30 | $402k | 3.6k | 112.51 |
| 2016-03-31 | $4.1M | 37k | 110.82 |
| 2015-12-31 | $5.5M | 51k | 108.00 |
| 2015-09-30 | $1.8M | 17k | 109.57 |
| 2015-06-30 | $360k | 3.3k | 108.79 |
| 2015-03-31 | $1.1M | 9.7k | 111.43 |
| 2014-12-31 | $5.4M | 49k | 110.11 |
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