iShares Lehman Aggregate Bond shares owned by Edgemoor Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Edgemoor Investment Advisors
from 13F filings
Historical chart of Edgemoor Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Edgemoor Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 23k | 96.90 |
| 2024-09-30 | $1.2M | 12k | 101.27 |
| 2024-06-30 | $864k | 8.9k | 97.07 |
| 2024-03-31 | $825k | 8.4k | 97.94 |
| 2023-12-31 | $811k | 8.2k | 99.25 |
| 2023-09-30 | $509k | 5.4k | 94.04 |
| 2023-06-30 | $393k | 4.0k | 97.95 |
| 2023-03-31 | $435k | 4.4k | 99.64 |
| 2022-12-31 | $423k | 4.4k | 96.99 |
| 2022-09-30 | $422k | 4.4k | 96.35 |
| 2022-06-30 | $460k | 4.5k | 101.77 |
| 2022-03-31 | $484k | 4.5k | 107.08 |
| 2021-12-31 | $15M | 131k | 114.08 |
| 2021-09-30 | $15M | 131k | 114.83 |
| 2021-06-30 | $18M | 154k | 115.33 |
| 2021-03-31 | $18M | 161k | 113.83 |
| 2020-12-31 | $19M | 163k | 118.19 |
| 2020-09-30 | $21M | 176k | 118.06 |
| 2020-06-30 | $20M | 167k | 118.21 |
| 2020-03-31 | $18M | 158k | 115.36 |
| 2019-12-31 | $17M | 154k | 112.37 |
| 2019-09-30 | $17M | 149k | 113.17 |
| 2019-06-30 | $16M | 146k | 111.35 |
| 2019-03-31 | $15M | 138k | 109.07 |
| 2018-12-31 | $12M | 116k | 106.49 |
| 2018-09-30 | $12M | 115k | 105.51 |
| 2018-06-30 | $11M | 100k | 106.32 |
| 2018-03-31 | $8.5M | 79k | 107.24 |
| 2017-12-31 | $6.7M | 62k | 108.77 |
| 2017-09-30 | $2.6M | 24k | 109.59 |
| 2012-03-31 | $220k | 2.0k | 110.00 |
| 2011-12-31 | $221k | 2.0k | 110.50 |
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