iShares Lehman Aggregate Bond shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 134k | 100.25 |
| 2025-06-30 | $13M | 130k | 99.20 |
| 2025-03-31 | $13M | 131k | 98.92 |
| 2024-12-31 | $11M | 112k | 96.90 |
| 2024-09-30 | $11M | 104k | 101.27 |
| 2024-06-30 | $9.3M | 96k | 97.07 |
| 2024-03-31 | $9.1M | 93k | 97.94 |
| 2023-12-31 | $9.0M | 91k | 99.25 |
| 2023-09-30 | $7.0M | 74k | 94.04 |
| 2023-06-30 | $6.3M | 65k | 97.95 |
| 2023-03-31 | $6.1M | 62k | 99.64 |
| 2022-12-31 | $5.4M | 56k | 96.99 |
| 2022-09-30 | $6.8M | 70k | 96.34 |
| 2022-06-30 | $8.0M | 78k | 101.68 |
| 2022-03-31 | $8.7M | 81k | 107.10 |
| 2021-12-31 | $8.2M | 72k | 114.08 |
| 2021-09-30 | $6.6M | 58k | 114.84 |
| 2021-06-30 | $6.0M | 52k | 115.32 |
| 2021-03-31 | $5.0M | 44k | 113.83 |
| 2020-12-31 | $5.4M | 46k | 118.18 |
| 2020-09-30 | $4.5M | 38k | 118.06 |
| 2020-06-30 | $2.1M | 18k | 118.22 |
| 2020-03-31 | $415k | 3.6k | 115.37 |
| 2019-12-31 | $331k | 3.0k | 112.13 |
| 2019-09-30 | $1.7M | 15k | 113.18 |
| 2019-06-30 | $1.6M | 15k | 111.35 |
| 2019-03-31 | $1.6M | 15k | 109.04 |
| 2018-12-31 | $2.2M | 21k | 106.46 |
| 2018-09-30 | $2.2M | 21k | 105.49 |
| 2018-06-30 | $2.2M | 21k | 106.29 |
| 2018-03-31 | $2.2M | 20k | 107.23 |
| 2017-12-31 | $2.2M | 20k | 109.31 |
| 2017-09-30 | $2.2M | 20k | 109.55 |
| 2017-06-30 | $2.2M | 20k | 109.49 |
| 2017-03-31 | $2.1M | 20k | 108.37 |
| 2016-12-31 | $2.1M | 19k | 108.05 |
| 2016-09-30 | $2.1M | 19k | 112.39 |
| 2016-06-30 | $2.3M | 20k | 112.61 |
| 2016-03-31 | $2.3M | 21k | 110.81 |
| 2015-12-31 | $2.3M | 21k | 107.97 |
| 2015-09-30 | $2.4M | 22k | 109.56 |
| 2015-06-30 | $2.4M | 22k | 108.75 |
| 2015-03-31 | $1.9M | 18k | 111.42 |
| 2014-12-31 | $2.3M | 21k | 110.11 |
| 2014-09-30 | $2.4M | 22k | 109.13 |
| 2014-06-30 | $2.3M | 21k | 109.38 |
| 2014-03-31 | $2.3M | 21k | 107.90 |
| 2013-12-31 | $2.3M | 22k | 106.41 |
| 2013-09-30 | $2.0M | 19k | 107.20 |
| 2013-06-30 | $1.9M | 18k | 107.18 |
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