iShares Lehman Aggregate Bond shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 2.9k | 100.25 |
| 2025-06-30 | $266k | 2.7k | 99.20 |
| 2025-03-31 | $282k | 2.9k | 98.92 |
| 2024-12-31 | $277k | 2.9k | 96.90 |
| 2024-09-30 | $289k | 2.9k | 101.28 |
| 2024-06-30 | $241k | 2.5k | 97.08 |
| 2024-03-31 | $1.2M | 13k | 97.94 |
| 2023-12-31 | $2.4M | 24k | 99.25 |
| 2023-06-30 | $2.3M | 24k | 97.95 |
| 2022-09-30 | $8.0k | 86 | 93.02 |
| 2022-06-30 | $53k | 523 | 101.34 |
| 2022-03-31 | $56k | 520 | 107.69 |
| 2021-12-31 | $108k | 949 | 113.80 |
| 2021-09-30 | $108k | 944 | 114.41 |
| 2021-06-30 | $108k | 939 | 115.02 |
| 2021-03-31 | $110k | 932 | 118.03 |
| 2020-12-31 | $110k | 932 | 118.03 |
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