iShares Lehman Aggregate Bond shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.25 |
| 2025-06-30 | $1.1M | 11k | 99.20 |
| 2025-03-31 | $1.2M | 12k | 98.92 |
| 2024-12-31 | $1.3M | 13k | 96.83 |
| 2024-09-30 | $1.9M | 20k | 99.41 |
| 2024-06-30 | $1.7M | 18k | 97.07 |
| 2024-03-31 | $815k | 8.3k | 97.94 |
| 2023-12-31 | $567k | 5.7k | 99.26 |
| 2023-09-30 | $824k | 8.4k | 97.95 |
| 2023-06-30 | $862k | 8.8k | 97.95 |
| 2023-03-31 | $831k | 8.3k | 99.64 |
| 2022-12-31 | $956k | 9.9k | 96.99 |
| 2022-09-30 | $968k | 10k | 96.36 |
| 2022-06-30 | $1.4M | 13k | 102.37 |
| 2022-03-31 | $1.8M | 17k | 107.13 |
| 2021-12-31 | $3.9M | 34k | 114.07 |
| 2021-09-30 | $4.1M | 36k | 114.83 |
| 2021-06-30 | $3.9M | 34k | 115.33 |
| 2021-03-31 | $3.9M | 34k | 113.84 |
| 2020-12-31 | $2.2M | 18k | 118.21 |
| 2020-09-30 | $976k | 8.3k | 118.03 |
| 2020-06-30 | $721k | 6.1k | 118.22 |
| 2020-03-31 | $482k | 4.2k | 115.28 |
| 2019-12-31 | $699k | 6.2k | 112.43 |
| 2019-09-30 | $575k | 5.0k | 115.11 |
| 2019-06-30 | $603k | 5.4k | 111.11 |
| 2019-03-31 | $339k | 3.1k | 109.91 |
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