iShares Lehman Aggregate Bond shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 45k | 101.27 |
| 2024-06-30 | $2.9M | 30k | 97.07 |
| 2024-03-31 | $3.2M | 33k | 97.94 |
| 2023-12-31 | $3.4M | 35k | 99.25 |
| 2023-09-30 | $2.6M | 28k | 94.04 |
| 2023-06-30 | $3.1M | 31k | 97.95 |
| 2023-03-31 | $4.7M | 48k | 99.64 |
| 2022-12-31 | $4.5M | 47k | 96.99 |
| 2022-09-30 | $2.6M | 27k | 96.34 |
| 2022-06-30 | $2.4M | 24k | 101.67 |
| 2022-03-31 | $2.4M | 23k | 107.11 |
| 2021-12-31 | $3.0M | 26k | 114.06 |
| 2021-09-30 | $2.8M | 24k | 114.85 |
| 2021-06-30 | $2.6M | 23k | 115.32 |
| 2021-03-31 | $2.5M | 22k | 113.81 |
| 2020-12-31 | $2.7M | 23k | 118.19 |
| 2020-09-30 | $2.4M | 20k | 118.08 |
| 2020-06-30 | $2.6M | 22k | 118.23 |
| 2020-03-31 | $2.5M | 22k | 115.36 |
| 2019-12-31 | $2.6M | 23k | 112.35 |
| 2019-09-30 | $2.3M | 20k | 113.19 |
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