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iShares Lehman Aggregate Bond shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth 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 Delos Wealth 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 27k 100.25
2025-06-30 $2.4M 25k 99.20
2025-03-31 $3.0M 31k 98.92
2024-12-31 $3.0M 31k 96.90
2024-09-30 $2.5M 25k 101.27
2024-06-30 $2.1M 22k 97.07
2024-03-31 $2.0M 21k 97.94
2023-12-31 $1.7M 17k 99.25
2023-09-30 $1.6M 17k 96.80
2023-06-30 $1.7M 17k 99.64
2023-03-31 $1.7M 17k 99.64
2022-12-31 $834k 8.6k 96.99
2022-09-30 $2.7M 28k 96.32
2022-06-30 $2.7M 27k 101.69
2022-03-31 $2.9M 27k 107.12
2021-12-31 $5.2M 46k 114.08
2021-09-30 $5.0M 44k 114.82
2021-06-30 $5.6M 48k 115.33