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
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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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | 97.95 |
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 |
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