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iShares Lehman Aggregate Bond shares owned by Colonial Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Colonial Asset Management from 13F filings

Historical chart of Colonial Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Colonial Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Colonial Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 142k 100.25
2025-06-30 $12M 121k 99.20
2025-03-31 $10M 106k 98.92
2024-12-31 $8.9M 92k 96.90
2024-09-30 $7.3M 73k 101.27
2024-03-31 $3.5M 36k 97.94
2023-12-31 $989k 10k 99.25
2023-09-30 $768k 8.2k 94.04
2023-06-30 $662k 6.8k 97.95
2023-03-31 $432k 4.3k 99.64
2022-12-31 $327k 3.4k 96.98
2022-09-30 $340k 3.5k 96.43