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iShares Lehman Aggregate Bond shares owned by Centerpoint Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Centerpoint Advisors from 13F filings

Historical chart of Centerpoint Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Centerpoint 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 Centerpoint Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $149k 1.5k 97.70
2023-12-31 $108k 1.1k 99.54
2023-09-30 $102k 1.1k 94.01
2023-06-30 $106k 1.1k 97.70
2023-03-31 $92k 925 99.46
2022-12-31 $103k 1.1k 97.17
2022-09-30 $102k 1.1k 96.23
2022-06-30 $108k 1.1k 101.89
2022-03-31 $120k 1.1k 106.67
2021-12-31 $146k 1.3k 114.06
2021-09-30 $147k 1.3k 114.84
2021-06-30 $150k 1.3k 115.21
2021-03-31 $142k 1.2k 114.06
2020-12-31 $150k 1.3k 118.11