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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.0M | 40k | 100.25 |
| 2025-06-30 | $3.8M | 38k | 99.20 |
| 2025-03-31 | $16M | 159k | 98.92 |
| 2024-12-31 | $1.5M | 16k | 96.90 |
| 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 |
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