iShares Lehman Aggregate Bond shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory 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 Services Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 25k | 100.25 |
| 2025-06-30 | $996k | 10k | 99.20 |
| 2025-03-31 | $819k | 8.3k | 98.92 |
| 2024-12-31 | $837k | 8.6k | 96.90 |
| 2024-09-30 | $807k | 8.0k | 101.27 |
| 2024-06-30 | $745k | 7.7k | 97.07 |
| 2024-03-31 | $9.2M | 94k | 97.94 |
| 2023-12-31 | $9.3M | 94k | 99.25 |
| 2023-09-30 | $268k | 2.8k | 94.04 |
| 2023-06-30 | $257k | 2.6k | 97.95 |
| 2023-03-31 | $227k | 2.3k | 99.64 |
| 2022-12-31 | $9.0M | 93k | 96.99 |
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