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iShares Lehman Aggregate Bond shares owned by Disciplined Investments

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Disciplined Investments from 13F filings

Historical chart of Disciplined Investments investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Disciplined Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Disciplined Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 3.7k 100.25
2025-06-30 $437k 4.4k 99.20
2025-03-31 $920k 9.3k 98.92
2024-12-31 $987k 10k 96.90
2023-06-30 $161k 1.6k 97.93
2023-03-31 $155k 1.6k 99.64
2022-12-31 $173k 1.8k 96.99
2022-09-30 $171k 1.8k 96.61
2022-06-30 $179k 1.8k 101.53
2022-03-31 $189k 1.8k 107.39
2021-12-31 $203k 1.8k 113.98
2021-09-30 $249k 2.2k 114.69
2021-06-30 $260k 2.3k 115.40
2021-03-31 $1.3M 11k 113.82
2020-12-31 $1.3M 11k 118.22
2020-09-30 $1.3M 11k 118.07
2020-06-30 $1.3M 11k 118.23
2020-03-31 $1.3M 11k 115.33
2019-12-31 $298k 2.7k 112.20