iShares Lehman Aggregate Bond shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $118k | 1.2k | 97.95 |
2022-12-31 | $107k | 1.1k | 96.30 |
2022-09-30 | $107k | 1.1k | 96.48 |
2022-06-30 | $112k | 1.1k | 101.54 |
2022-03-31 | $118k | 1.1k | 107.57 |
2021-12-31 | $125k | 1.1k | 114.26 |
2021-09-30 | $125k | 1.1k | 114.89 |
2021-06-30 | $285k | 2.5k | 115.52 |
2021-03-31 | $342k | 3.0k | 113.96 |
2020-12-31 | $521k | 4.4k | 118.22 |
2020-09-30 | $517k | 4.4k | 117.98 |
2020-06-30 | $527k | 4.5k | 118.24 |
2020-03-31 | $516k | 4.5k | 115.33 |
2019-12-31 | $1.2M | 10k | 112.36 |
2019-09-30 | $1.4M | 12k | 113.21 |
2019-06-30 | $1.4M | 12k | 111.33 |
2019-03-31 | $1.7M | 16k | 109.04 |
2018-12-31 | $2.2M | 20k | 106.51 |
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