iShares Lehman Aggregate Bond shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 19k | 96.90 |
| 2024-09-30 | $2.8M | 28k | 101.27 |
| 2024-06-30 | $1.1M | 12k | 97.07 |
| 2024-03-31 | $2.6M | 26k | 97.94 |
| 2023-12-31 | $16M | 164k | 99.25 |
| 2023-09-30 | $15M | 163k | 94.04 |
| 2023-06-30 | $261k | 2.7k | 97.95 |
| 2023-03-31 | $10M | 104k | 99.64 |
| 2022-12-31 | $20M | 205k | 96.99 |
| 2022-09-30 | $6.8M | 71k | 96.36 |
| 2022-06-30 | $7.1M | 70k | 101.69 |
| 2022-03-31 | $8.0M | 74k | 107.12 |
| 2021-12-31 | $8.4M | 74k | 114.10 |
| 2021-09-30 | $7.5M | 65k | 114.87 |
| 2021-06-30 | $4.0M | 34k | 115.32 |
| 2021-03-31 | $1.9M | 16k | 113.92 |
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