iShares Lehman Aggregate Bond shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 183k | 96.90 |
| 2024-09-30 | $17M | 170k | 100.76 |
| 2024-06-30 | $16M | 168k | 97.07 |
| 2024-03-31 | $16M | 163k | 98.13 |
| 2023-12-31 | $902k | 120k | 7.50 |
| 2023-09-30 | $4.3M | 45k | 94.06 |
| 2023-06-30 | $4.2M | 45k | 91.70 |
| 2023-03-31 | $6.9M | 69k | 99.64 |
| 2022-12-31 | $8.3M | 86k | 96.99 |
| 2022-09-30 | $4.8M | 50k | 96.34 |
| 2022-06-30 | $7.2M | 71k | 101.68 |
| 2022-03-31 | $8.6M | 81k | 107.10 |
| 2021-12-31 | $8.6M | 75k | 114.08 |
| 2021-09-30 | $5.5M | 50k | 110.79 |
| 2021-06-30 | $12M | 101k | 115.33 |
| 2021-03-31 | $6.2M | 55k | 113.83 |
| 2020-12-31 | $7.2M | 60k | 120.18 |
| 2020-09-30 | $7.7M | 65k | 118.05 |
| 2020-06-30 | $7.7M | 65k | 117.83 |
| 2020-03-31 | $6.0M | 52k | 115.37 |
| 2019-12-31 | $6.4M | 57k | 112.36 |
| 2019-09-30 | $6.1M | 54k | 113.16 |
| 2019-06-30 | $5.8M | 52k | 111.35 |
| 2019-03-31 | $6.0M | 55k | 109.06 |
| 2018-12-31 | $721k | 52k | 13.97 |
| 2018-09-30 | $1.7M | 19k | 88.61 |
| 2018-06-30 | $5.0M | 48k | 106.02 |
| 2018-03-31 | $4.9M | 45k | 107.23 |
| 2017-12-31 | $5.5M | 50k | 109.47 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond