iShares Lehman Aggregate Bond shares owned by Financial Strategies Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial Strategies Group
from 13F filings
Historical chart of Financial Strategies Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 36k | 99.41 |
| 2024-06-30 | $2.1M | 22k | 97.52 |
| 2024-03-31 | $2.2M | 22k | 96.92 |
| 2023-12-31 | $1.4M | 15k | 97.74 |
| 2023-09-30 | $1.3M | 14k | 92.45 |
| 2023-06-30 | $956k | 9.8k | 97.95 |
| 2023-03-31 | $1.1M | 11k | 99.64 |
| 2022-12-31 | $1.0M | 11k | 96.99 |
| 2022-09-30 | $1.2M | 12k | 96.35 |
| 2022-06-30 | $1.3M | 13k | 101.68 |
| 2022-03-31 | $989k | 9.2k | 107.06 |
| 2021-12-31 | $596k | 5.2k | 114.00 |
| 2021-09-30 | $571k | 5.0k | 114.80 |
| 2021-06-30 | $606k | 5.3k | 115.25 |
| 2021-03-31 | $485k | 4.3k | 113.93 |
| 2020-12-31 | $375k | 3.2k | 118.30 |
| 2020-09-30 | $385k | 3.3k | 117.95 |
| 2020-06-30 | $392k | 3.3k | 118.29 |
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