iShares Lehman Aggregate Bond shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 27k | 97.94 |
| 2023-12-31 | $2.2M | 23k | 99.25 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $1.5M | 15k | 97.95 |
| 2023-03-31 | $1.0M | 10k | 99.64 |
| 2022-12-31 | $920k | 9.5k | 96.99 |
| 2022-09-30 | $527k | 5.5k | 96.34 |
| 2022-06-30 | $570k | 5.6k | 101.69 |
| 2022-03-31 | $319k | 3.0k | 106.98 |
| 2021-06-30 | $68k | 592 | 114.86 |
| 2021-03-31 | $79k | 694 | 113.83 |
| 2020-12-31 | $248k | 2.1k | 118.32 |
| 2020-09-30 | $561k | 4.8k | 117.96 |
| 2019-12-31 | $560k | 5.0k | 112.40 |
| 2018-12-31 | $1.0M | 8.6k | 116.54 |
More positions owned by Cary Street Partner Investment Advisory
View all positions for Cary Street Partner Investment Advisory
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond