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Evolution Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evolution Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$364k	3.7k	98.98
2023-12-31	$450k	4.5k	99.25
2022-03-31	$219k	2.0k	107.35
2021-12-31	$233k	2.0k	114.22
2021-09-30	$234k	2.0k	114.71
2021-06-30	$235k	2.0k	115.20
2021-03-31	$232k	2.0k	113.73

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