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
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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 |
|---|---|---|---|
| 2025-09-30 | $102M | 1.0M | 100.25 |
| 2025-06-30 | $105M | 1.1M | 99.20 |
| 2025-03-31 | $101M | 1.0M | 98.92 |
| 2024-12-31 | $94M | 968k | 96.90 |
| 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 |
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