iShares Lehman Aggregate Bond shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 5.1k | 100.25 |
| 2025-06-30 | $517k | 5.2k | 99.20 |
| 2025-03-31 | $518k | 5.2k | 98.92 |
| 2024-12-31 | $508k | 5.2k | 96.90 |
| 2024-09-30 | $531k | 5.2k | 101.27 |
| 2024-06-30 | $499k | 5.1k | 97.07 |
| 2024-03-31 | $503k | 5.1k | 97.94 |
| 2023-12-31 | $510k | 5.1k | 99.25 |
| 2023-09-30 | $483k | 5.1k | 94.04 |
| 2023-06-30 | $511k | 5.2k | 97.95 |
| 2023-03-31 | $520k | 5.2k | 99.64 |
| 2022-12-31 | $525k | 5.4k | 96.99 |
| 2022-09-30 | $521k | 5.4k | 96.34 |
| 2022-06-30 | $608k | 6.0k | 101.64 |
| 2022-03-31 | $655k | 6.1k | 107.06 |
| 2021-12-31 | $698k | 6.1k | 114.09 |
| 2021-09-30 | $711k | 6.2k | 114.88 |
| 2021-06-30 | $714k | 6.2k | 115.37 |
| 2021-03-31 | $717k | 6.3k | 113.77 |
| 2020-12-31 | $745k | 6.3k | 118.22 |
| 2020-09-30 | $744k | 6.3k | 118.06 |
| 2020-06-30 | $749k | 6.3k | 118.23 |
| 2020-03-31 | $740k | 6.4k | 115.39 |
| 2019-12-31 | $818k | 7.3k | 112.39 |
| 2019-09-30 | $819k | 7.2k | 113.22 |
| 2019-06-30 | $806k | 7.2k | 111.42 |
| 2019-03-31 | $830k | 7.6k | 109.10 |
| 2018-12-31 | $810k | 7.6k | 106.47 |
| 2018-09-30 | $831k | 7.9k | 105.58 |
| 2018-06-30 | $909k | 8.6k | 106.30 |
| 2018-03-31 | $1.1M | 9.8k | 107.26 |
| 2017-12-31 | $1.1M | 9.8k | 109.29 |
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