iShares Lehman Aggregate Bond shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $178M | 1.8M | 99.25 |
| 2023-09-30 | $69M | 734k | 94.04 |
| 2023-06-30 | $39M | 318k | 121.83 |
| 2023-03-31 | $32M | 318k | 99.64 |
| 2022-12-31 | $79M | 810k | 96.99 |
| 2022-09-30 | $45M | 466k | 96.34 |
| 2022-06-30 | $62M | 606k | 101.68 |
| 2022-03-31 | $39M | 366k | 107.10 |
| 2021-12-31 | $14M | 118k | 114.08 |
| 2021-09-30 | $7.6M | 97k | 78.41 |
| 2021-06-30 | $11M | 97k | 115.33 |
| 2021-03-31 | $10M | 91k | 113.83 |
| 2020-12-31 | $16M | 135k | 118.19 |
| 2020-09-30 | $4.0M | 34k | 118.05 |
| 2020-06-30 | $7.6M | 65k | 118.21 |
| 2020-03-31 | $5.5M | 48k | 115.38 |
| 2019-12-31 | $3.2M | 29k | 112.35 |
| 2019-09-30 | $2.9M | 26k | 113.17 |
| 2019-03-31 | $3.2M | 29k | 109.05 |
| 2018-12-31 | $29M | 269k | 106.49 |
| 2018-09-30 | $12M | 117k | 105.52 |
| 2018-06-30 | $2.9M | 27k | 106.33 |
| 2018-03-31 | $2.5M | 23k | 107.26 |
| 2017-12-31 | $3.4M | 31k | 109.32 |
| 2017-09-30 | $2.9M | 27k | 109.60 |
| 2017-06-30 | $2.9M | 27k | 109.49 |
| 2017-03-31 | $7.3M | 68k | 108.49 |
| 2016-12-31 | $46M | 490k | 93.00 |
| 2016-09-30 | $2.7M | 24k | 112.41 |
| 2016-06-30 | $2.4M | 22k | 112.61 |
| 2016-03-31 | $2.7M | 24k | 110.83 |
| 2015-12-31 | $13M | 116k | 108.01 |
| 2015-09-30 | $2.9M | 26k | 109.59 |
| 2015-06-30 | $1.5M | 14k | 108.78 |
| 2015-03-31 | $2.8M | 25k | 111.43 |
| 2014-12-31 | $11M | 96k | 110.12 |
| 2014-09-30 | $119M | 1.1M | 109.11 |
| 2014-06-30 | $305k | 2.8k | 109.32 |
| 2014-03-31 | $464k | 4.3k | 107.91 |
| 2013-12-31 | $6.1M | 57k | 106.43 |
| 2013-09-30 | $2.9M | 27k | 107.20 |
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