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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Garrett 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
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