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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
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