iShares Lehman Aggregate Bond shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 30k | 100.25 |
| 2025-06-30 | $2.9M | 30k | 99.20 |
| 2025-03-31 | $2.9M | 29k | 98.92 |
| 2024-12-31 | $2.9M | 30k | 96.90 |
| 2024-09-30 | $3.1M | 31k | 101.27 |
| 2024-06-30 | $2.7M | 28k | 97.07 |
| 2024-03-31 | $2.5M | 26k | 97.94 |
| 2023-12-31 | $2.6M | 26k | 99.25 |
| 2023-09-30 | $2.4M | 26k | 94.04 |
| 2023-06-30 | $1.3M | 14k | 97.95 |
| 2023-03-31 | $1.4M | 14k | 99.64 |
| 2022-12-31 | $1.3M | 13k | 96.99 |
| 2022-09-30 | $1.4M | 14k | 96.36 |
| 2022-06-30 | $1.2M | 12k | 101.71 |
| 2022-03-31 | $993k | 9.3k | 107.07 |
| 2021-12-31 | $968k | 8.5k | 114.11 |
| 2021-09-30 | $810k | 7.1k | 114.76 |
| 2021-06-30 | $673k | 5.8k | 115.32 |
| 2021-03-31 | $417k | 3.7k | 113.72 |
| 2020-12-31 | $413k | 3.5k | 118.14 |
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