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iShares Lehman Aggregate Bond shares owned by Davidson Investment Advisors

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

Historical chart of Davidson Investment 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 Davidson Investment 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 Davidson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $214k 2.2k 97.07
2024-03-31 $273k 2.8k 97.94
2023-12-31 $3.2M 33k 99.25
2023-09-30 $3.4M 36k 94.04
2023-06-30 $3.5M 36k 97.95
2023-03-31 $5.5M 55k 99.64