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iShares Lehman Aggregate Bond shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 195k 101.27
2024-06-30 $8.8M 91k 97.07
2024-03-31 $8.1M 83k 97.94
2023-12-31 $14M 137k 99.37
2023-09-30 $1.0M 11k 94.04
2023-06-30 $14M 147k 97.95
2023-03-31 $692k 6.9k 99.65
2022-12-31 $475k 4.9k 96.99
2022-09-30 $467k 4.8k 96.33
2022-06-30 $501k 4.9k 101.81
2022-03-31 $392k 3.8k 104.06
2021-12-31 $436k 3.9k 112.49
2021-09-30 $287k 2.5k 114.71
2021-06-30 $312k 2.7k 115.64
2019-12-31 $18M 160k 112.92
2019-09-30 $11M 97k 113.64
2019-06-30 $8.7M 78k 111.56
2018-12-31 $357k 3.3k 107.11
2018-09-30 $4.6M 44k 105.51
2018-06-30 $4.2M 40k 106.31