iShares Lehman Aggregate Bond shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 5.4k | 100.26 |
| 2025-06-30 | $535k | 5.4k | 99.20 |
| 2025-03-31 | $525k | 5.3k | 98.93 |
| 2024-12-31 | $520k | 5.4k | 96.91 |
| 2024-09-30 | $594k | 5.9k | 101.27 |
| 2024-06-30 | $568k | 5.8k | 97.07 |
| 2024-03-31 | $564k | 5.8k | 97.94 |
| 2023-12-31 | $751k | 7.6k | 99.25 |
| 2023-09-30 | $483k | 5.1k | 94.05 |
| 2023-06-30 | $554k | 5.7k | 97.95 |
| 2023-03-31 | $667k | 6.7k | 99.65 |
| 2022-12-31 | $1.3M | 13k | 96.99 |
| 2022-09-30 | $1.8M | 19k | 96.32 |
| 2022-06-30 | $2.0M | 20k | 101.70 |
| 2022-03-31 | $1.2M | 11k | 107.08 |
| 2021-12-31 | $1.5M | 13k | 114.07 |
| 2021-09-30 | $2.1M | 18k | 114.81 |
| 2021-06-30 | $2.2M | 19k | 115.31 |
| 2021-03-31 | $2.3M | 20k | 113.85 |
| 2020-12-31 | $2.2M | 18k | 118.21 |
| 2020-09-30 | $3.6M | 31k | 118.06 |
| 2020-06-30 | $4.1M | 35k | 118.21 |
| 2020-03-31 | $4.4M | 38k | 115.36 |
| 2019-12-31 | $4.4M | 39k | 112.38 |
| 2019-09-30 | $4.5M | 40k | 113.18 |
| 2019-06-30 | $4.5M | 41k | 111.36 |
| 2019-03-31 | $5.1M | 47k | 109.07 |
| 2018-12-31 | $5.5M | 52k | 106.48 |
| 2018-09-30 | $6.1M | 58k | 105.51 |
| 2018-06-30 | $6.8M | 64k | 106.32 |
| 2018-03-31 | $8.5M | 79k | 107.25 |
| 2017-12-31 | $11M | 99k | 109.33 |
| 2017-09-30 | $11M | 101k | 109.59 |
| 2017-06-30 | $12M | 110k | 109.51 |
| 2017-03-31 | $13M | 123k | 108.49 |
| 2016-12-31 | $40M | 369k | 108.06 |
| 2016-09-30 | $43M | 378k | 112.42 |
| 2016-06-30 | $45M | 401k | 112.61 |
| 2016-03-31 | $45M | 404k | 110.82 |
| 2015-12-31 | $1.8M | 17k | 108.02 |
| 2015-09-30 | $1.0M | 9.5k | 109.54 |
| 2015-06-30 | $908k | 8.3k | 108.81 |
| 2015-03-31 | $430k | 3.9k | 111.51 |
| 2014-12-31 | $232k | 2.1k | 110.21 |
| 2014-06-30 | $717k | 6.6k | 109.33 |
| 2014-03-31 | $271k | 2.5k | 107.97 |
| 2013-12-31 | $519k | 4.9k | 106.51 |
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