iShares Lehman Aggregate Bond shares owned by Concorde Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $239k | 2.4k | 101.29 |
| 2024-06-30 | $246k | 2.5k | 97.06 |
| 2023-12-31 | $255k | 2.6k | 99.23 |
| 2023-09-30 | $242k | 2.6k | 94.00 |
| 2023-06-30 | $343k | 3.5k | 98.00 |
| 2022-09-30 | $622k | 6.5k | 96.34 |
| 2021-03-31 | $287k | 2.5k | 113.75 |
| 2020-12-31 | $396k | 3.4k | 118.14 |
| 2020-09-30 | $402k | 3.4k | 118.13 |
| 2020-06-30 | $1.1M | 9.1k | 118.19 |
| 2020-03-31 | $326k | 2.8k | 115.52 |
| 2019-12-31 | $317k | 2.8k | 112.54 |
| 2019-09-30 | $425k | 3.8k | 113.20 |
| 2019-06-30 | $561k | 5.0k | 111.47 |
| 2019-03-31 | $487k | 4.5k | 109.01 |
| 2018-12-31 | $609k | 5.7k | 106.57 |
| 2018-09-30 | $601k | 5.7k | 105.53 |
| 2018-06-30 | $646k | 6.1k | 106.16 |
| 2018-03-31 | $649k | 6.1k | 106.86 |
| 2017-12-31 | $647k | 5.9k | 109.38 |
| 2017-09-30 | $1.0M | 9.2k | 109.89 |
| 2017-06-30 | $668k | 6.1k | 109.56 |
| 2017-03-31 | $511k | 4.7k | 108.62 |
| 2016-12-31 | $661k | 6.1k | 108.04 |
| 2016-09-30 | $573k | 5.1k | 112.43 |
| 2016-06-30 | $478k | 4.2k | 112.73 |
| 2016-03-31 | $1.0M | 9.3k | 110.83 |
| 2015-12-31 | $537k | 5.0k | 108.11 |
| 2015-09-30 | $383k | 3.5k | 109.65 |
| 2015-06-30 | $238k | 2.3k | 105.26 |
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