iShares Lehman Aggregate Bond shares owned by FOCUS Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by FOCUS Wealth Advisors
from 13F filings
Historical chart of FOCUS Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by FOCUS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 18k | 97.94 |
| 2023-12-31 | $1.7M | 17k | 99.25 |
| 2023-09-30 | $1.0M | 11k | 94.04 |
| 2023-06-30 | $663k | 6.8k | 97.95 |
| 2023-03-31 | $675k | 6.8k | 99.64 |
| 2022-12-31 | $657k | 6.8k | 96.99 |
| 2022-09-30 | $652k | 6.8k | 96.31 |
| 2022-06-30 | $624k | 6.1k | 101.63 |
| 2022-03-31 | $658k | 6.1k | 107.17 |
| 2021-12-31 | $700k | 6.1k | 114.01 |
| 2021-09-30 | $705k | 6.1k | 114.82 |
| 2021-06-30 | $708k | 6.1k | 115.31 |
| 2021-03-31 | $700k | 6.1k | 114.01 |
| 2020-12-31 | $726k | 6.1k | 118.24 |
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