iShares Lehman Aggregate Bond shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $231k | 2.3k | 99.25 |
| 2024-06-30 | $372k | 3.8k | 97.06 |
| 2024-03-31 | $220k | 2.2k | 97.93 |
| 2023-12-31 | $228k | 2.3k | 99.25 |
| 2023-09-30 | $203k | 2.2k | 94.04 |
| 2023-06-30 | $197k | 2.0k | 97.95 |
| 2023-03-31 | $139k | 1.4k | 99.64 |
| 2022-12-31 | $157k | 1.6k | 96.99 |
| 2022-09-30 | $153k | 1.6k | 96.17 |
| 2022-06-30 | $253k | 2.5k | 101.77 |
| 2022-03-31 | $127k | 1.2k | 106.81 |
| 2021-12-31 | $188k | 1.6k | 114.22 |
| 2021-09-30 | $97k | 849 | 114.25 |
| 2021-06-30 | $97k | 844 | 114.93 |
| 2021-03-31 | $83k | 726 | 114.33 |
| 2020-12-31 | $170k | 1.4k | 118.06 |
| 2020-09-30 | $170k | 1.4k | 118.06 |
| 2020-06-30 | $74k | 622 | 118.97 |
| 2020-03-31 | $102k | 880 | 115.91 |
| 2019-12-31 | $134k | 1.2k | 112.32 |
| 2019-09-30 | $55k | 488 | 112.70 |
| 2019-06-30 | $100k | 896 | 111.61 |
| 2019-03-31 | $54k | 496 | 108.87 |
| 2018-12-31 | $52k | 490 | 106.12 |
| 2018-09-30 | $52k | 493 | 105.48 |
| 2018-06-30 | $51k | 479 | 106.47 |
| 2018-03-31 | $84k | 782 | 107.42 |
| 2017-12-31 | $2.0k | 16 | 125.00 |
| 2017-06-30 | $2.0k | 16 | 125.00 |
| 2017-03-31 | $26k | 240 | 108.33 |
| 2016-12-31 | $47k | 432 | 108.80 |
| 2016-09-30 | $87k | 776 | 112.11 |
| 2016-06-30 | $33k | 291 | 113.40 |
| 2016-03-31 | $76k | 683 | 111.27 |
| 2015-12-31 | $10k | 93 | 107.53 |
| 2015-09-30 | $16k | 149 | 107.38 |
| 2015-06-30 | $41k | 377 | 108.75 |
| 2015-03-31 | $29k | 260 | 111.54 |
| 2014-12-31 | $34k | 311 | 109.32 |
| 2014-09-30 | $35k | 321 | 109.03 |
| 2014-06-30 | $62k | 563 | 110.12 |
| 2014-03-31 | $59k | 546 | 108.06 |
| 2013-12-31 | $111k | 1.0k | 106.12 |
| 2013-09-30 | $82k | 761 | 107.75 |
| 2013-06-30 | $131k | 1.2k | 107.11 |
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