iShares Lehman Aggregate Bond shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $31M | 308k | 101.27 |
2024-06-30 | $25M | 252k | 97.07 |
2024-03-31 | $24M | 241k | 97.94 |
2023-12-31 | $23M | 230k | 99.25 |
2023-09-30 | $22M | 231k | 94.04 |
2023-06-30 | $21M | 213k | 97.95 |
2023-03-31 | $24M | 239k | 99.64 |
2022-12-31 | $19M | 199k | 96.99 |
2022-09-30 | $19M | 200k | 96.34 |
2022-06-30 | $21M | 209k | 101.68 |
2022-03-31 | $20M | 183k | 107.80 |
2021-12-31 | $21M | 183k | 114.13 |
2021-09-30 | $20M | 172k | 114.83 |
2021-06-30 | $19M | 164k | 115.18 |
2021-03-31 | $4.5M | 39k | 113.83 |
2020-12-31 | $5.7M | 48k | 118.19 |
2020-09-30 | $5.4M | 45k | 117.93 |
2020-06-30 | $5.0M | 42k | 118.20 |
2020-03-31 | $3.5M | 30k | 115.35 |
2019-12-31 | $3.7M | 33k | 112.37 |
2019-09-30 | $3.5M | 31k | 113.11 |
2019-06-30 | $3.1M | 27k | 111.47 |
2019-03-31 | $5.9M | 54k | 109.04 |
2018-12-31 | $301k | 1.8k | 166.30 |
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