iShares Lehman Aggregate Bond shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $49k | 522 | 94.00 |
| 2023-06-30 | $51k | 518 | 97.87 |
| 2023-03-31 | $387k | 3.9k | 99.65 |
| 2022-12-31 | $375k | 3.9k | 97.00 |
| 2022-09-30 | $1.1M | 11k | 96.37 |
| 2022-06-30 | $903k | 8.9k | 101.68 |
| 2022-03-31 | $744k | 6.9k | 107.13 |
| 2021-12-31 | $378k | 3.3k | 114.16 |
| 2021-09-30 | $552k | 4.8k | 114.81 |
| 2021-06-30 | $800k | 6.9k | 115.41 |
| 2021-03-31 | $1.2M | 32k | 37.07 |
| 2020-12-31 | $4.6M | 39k | 118.18 |
| 2020-09-30 | $4.6M | 39k | 118.05 |
| 2020-06-30 | $4.9M | 41k | 118.20 |
| 2020-03-31 | $6.4M | 55k | 115.36 |
| 2019-12-31 | $6.3M | 56k | 112.37 |
| 2019-09-30 | $5.9M | 52k | 113.16 |
| 2019-06-30 | $5.1M | 46k | 111.34 |
| 2019-03-31 | $4.9M | 45k | 109.06 |
| 2018-12-31 | $4.3M | 40k | 106.48 |
| 2018-09-30 | $4.2M | 40k | 105.52 |
| 2018-06-30 | $4.5M | 43k | 106.32 |
| 2018-03-31 | $4.6M | 43k | 107.25 |
| 2017-12-31 | $952k | 8.7k | 109.30 |
| 2017-09-30 | $251k | 2.3k | 109.61 |
| 2017-06-30 | $249k | 2.3k | 109.40 |
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