iShares Lehman Aggregate Bond shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 58k | 101.27 |
| 2024-06-30 | $5.1M | 52k | 97.07 |
| 2024-03-31 | $4.2M | 43k | 97.94 |
| 2023-12-31 | $3.7M | 37k | 99.25 |
| 2023-09-30 | $2.6M | 28k | 94.04 |
| 2023-06-30 | $2.7M | 27k | 97.95 |
| 2023-03-31 | $2.6M | 27k | 99.64 |
| 2022-12-31 | $3.0M | 31k | 96.99 |
| 2022-09-30 | $3.1M | 33k | 96.35 |
| 2022-06-30 | $3.3M | 32k | 101.69 |
| 2022-03-31 | $3.8M | 35k | 107.10 |
| 2021-12-31 | $4.7M | 41k | 114.08 |
| 2021-09-30 | $4.8M | 42k | 114.83 |
| 2021-06-30 | $4.0M | 35k | 115.33 |
| 2021-03-31 | $5.5M | 49k | 113.83 |
| 2020-12-31 | $4.4M | 38k | 118.19 |
| 2020-09-30 | $4.8M | 41k | 118.05 |
| 2020-06-30 | $5.7M | 48k | 118.22 |
| 2020-03-31 | $6.7M | 58k | 115.27 |
| 2019-12-31 | $5.6M | 50k | 112.46 |
| 2019-09-30 | $4.8M | 43k | 113.16 |
| 2019-06-30 | $4.5M | 41k | 111.36 |
| 2019-03-31 | $3.5M | 33k | 109.08 |
| 2018-12-31 | $1.3M | 12k | 106.50 |
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