iShares Lehman Aggregate Bond shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 3.9k | 100.25 |
| 2025-06-30 | $360k | 3.6k | 99.20 |
| 2025-03-31 | $502k | 5.1k | 98.92 |
| 2024-12-31 | $865k | 8.9k | 96.90 |
| 2024-09-30 | $313k | 6.5k | 48.45 |
| 2024-06-30 | $978k | 10k | 97.07 |
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-12-31 | $1.1M | 11k | 99.25 |
| 2023-09-30 | $1.2M | 13k | 94.04 |
| 2023-06-30 | $1.1M | 11k | 97.95 |
| 2023-03-31 | $832k | 8.3k | 99.64 |
| 2022-12-31 | $695k | 7.2k | 97.00 |
| 2022-09-30 | $626k | 6.2k | 101.67 |
| 2022-06-30 | $626k | 6.2k | 101.67 |
| 2022-03-31 | $889k | 7.8k | 114.06 |
| 2021-12-31 | $889k | 7.8k | 114.06 |
| 2021-09-30 | $359k | 3.1k | 114.84 |
| 2021-06-30 | $361k | 3.1k | 115.48 |
| 2021-03-31 | $356k | 3.1k | 113.88 |
| 2020-12-31 | $369k | 3.1k | 118.04 |
| 2020-09-30 | $407k | 3.4k | 118.07 |
| 2020-06-30 | $370k | 3.1k | 118.36 |
| 2020-03-31 | $381k | 3.3k | 115.31 |
| 2019-12-31 | $371k | 3.3k | 112.25 |
| 2019-09-30 | $374k | 3.3k | 113.16 |
| 2019-06-30 | $368k | 3.3k | 111.35 |
| 2019-03-31 | $352k | 3.2k | 109.05 |
| 2018-12-31 | $352k | 3.3k | 105.42 |
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