iShares Lehman Aggregate Bond shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $468k | 4.6k | 101.27 |
| 2024-06-30 | $507k | 5.2k | 97.07 |
| 2024-03-31 | $511k | 5.2k | 97.94 |
| 2023-12-31 | $518k | 5.2k | 99.25 |
| 2023-09-30 | $644k | 6.8k | 94.04 |
| 2023-06-30 | $21k | 214 | 97.95 |
| 2023-03-31 | $21k | 208 | 99.64 |
| 2022-12-31 | $94k | 970 | 96.99 |
| 2022-09-30 | $230k | 2.4k | 96.44 |
| 2022-06-30 | $243k | 2.4k | 101.89 |
| 2022-03-31 | $305k | 2.9k | 106.91 |
| 2021-12-31 | $1.2M | 10k | 114.09 |
| 2021-09-30 | $168k | 1.5k | 114.75 |
| 2019-06-30 | $1.3M | 12k | 111.36 |
| 2019-03-31 | $119k | 1.1k | 109.27 |
| 2018-12-31 | $116k | 1.1k | 106.52 |
| 2018-09-30 | $115k | 1.1k | 105.60 |
| 2018-06-30 | $116k | 1.1k | 106.52 |
| 2018-03-31 | $117k | 1.1k | 107.44 |
| 2017-12-31 | $121k | 1.1k | 108.91 |
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