iShares Lehman Aggregate Bond shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial 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 Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Delta Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $204k | 2.1k | 99.23 |
2023-09-30 | $212k | 2.3k | 94.04 |
2023-06-30 | $221k | 2.3k | 97.96 |
2023-03-31 | $324k | 3.2k | 99.64 |
2022-12-31 | $503k | 5.2k | 96.99 |
2022-09-30 | $572k | 5.9k | 96.35 |
2022-06-30 | $626k | 6.2k | 101.72 |
2022-03-31 | $668k | 6.2k | 107.03 |
2021-12-31 | $753k | 6.6k | 114.11 |
2021-09-30 | $721k | 6.3k | 114.83 |
2021-06-30 | $703k | 6.1k | 115.32 |
2021-03-31 | $671k | 5.9k | 113.90 |
2020-12-31 | $690k | 5.8k | 118.17 |
2020-09-30 | $689k | 5.8k | 118.10 |
2020-06-30 | $612k | 5.2k | 118.17 |
2020-03-31 | $603k | 5.2k | 115.43 |
2019-12-31 | $758k | 6.7k | 112.35 |
2019-09-30 | $732k | 6.5k | 113.14 |
2019-06-30 | $719k | 6.5k | 111.37 |
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