iShares Lehman Aggregate Bond shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 279k | 100.25 |
| 2025-06-30 | $28M | 281k | 99.20 |
| 2025-03-31 | $23M | 234k | 98.92 |
| 2024-12-31 | $79M | 811k | 96.90 |
| 2024-09-30 | $34M | 337k | 101.27 |
| 2024-06-30 | $31M | 322k | 97.07 |
| 2024-03-31 | $19M | 189k | 97.94 |
| 2023-12-31 | $15M | 147k | 99.25 |
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