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iShares Lehman Aggregate Bond shares owned by Crestwood Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $105M 1.0M 101.27
2024-06-30 $26M 272k 97.08
2024-03-31 $25M 255k 97.94
2023-12-31 $29M 289k 99.25
2023-09-30 $20M 212k 94.04
2023-06-30 $20M 206k 97.95
2023-03-31 $14M 137k 99.64
2022-12-31 $10M 105k 96.99
2022-09-30 $13M 131k 96.34
2022-06-30 $14M 135k 101.68
2022-03-31 $25M 236k 107.10
2021-12-31 $11M 97k 114.08
2021-09-30 $11M 97k 114.83
2021-06-30 $11M 94k 115.33
2021-03-31 $10M 89k 113.83
2020-12-31 $10M 88k 118.19
2020-09-30 $10M 88k 118.06
2020-06-30 $9.9M 84k 118.21
2020-03-31 $9.3M 80k 115.37
2019-12-31 $8.6M 77k 112.38
2019-09-30 $8.5M 75k 113.17
2019-06-30 $8.2M 74k 111.35
2019-03-31 $8.1M 75k 109.07
2018-12-31 $9.8M 92k 106.49
2018-09-30 $6.6M 62k 105.53
2018-06-30 $6.1M 58k 106.29
2018-03-31 $4.1M 38k 107.26
2017-12-31 $3.9M 35k 109.32
2017-09-30 $3.7M 33k 109.59
2017-06-30 $3.5M 32k 109.71
2017-03-31 $3.2M 30k 108.51
2016-03-31 $1.9M 17k 110.85
2013-12-31 $313k 2.9k 106.28
2013-09-30 $334k 3.1k 107.33
2013-06-30 $425k 4.0k 107.11
2013-03-31 $406k 3.7k 110.78
2012-12-31 $429k 3.9k 111.00
2012-09-30 $373k 3.3k 112.52
2012-06-30 $633k 5.7k 111.25
2012-03-31 $625k 5.7k 109.84
2011-12-31 $753k 6.8k 110.22
2011-09-30 $727k 6.6k 110.08
2011-06-30 $705k 6.6k 106.75
2011-03-31 $797k 7.6k 105.16