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
Download as csvQuarterly 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 |
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