iShares Lehman Aggregate Bond shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 260k | 100.25 |
| 2025-06-30 | $25M | 255k | 99.20 |
| 2025-03-31 | $25M | 256k | 98.92 |
| 2024-12-31 | $23M | 239k | 96.90 |
| 2024-09-30 | $24M | 239k | 101.27 |
| 2024-06-30 | $23M | 236k | 97.07 |
| 2024-03-31 | $23M | 232k | 97.94 |
| 2023-12-31 | $21M | 214k | 99.25 |
| 2023-09-30 | $20M | 214k | 94.04 |
| 2023-06-30 | $21M | 211k | 97.95 |
| 2023-03-31 | $292k | 2.9k | 99.64 |
| 2022-12-31 | $704k | 7.3k | 96.99 |
| 2022-09-30 | $19M | 201k | 96.34 |
| 2022-06-30 | $20M | 200k | 101.68 |
| 2021-12-31 | $13M | 117k | 114.08 |
| 2021-09-30 | $14M | 118k | 114.83 |
| 2021-06-30 | $13M | 114k | 115.33 |
| 2021-03-31 | $13M | 113k | 113.83 |
| 2020-12-31 | $12M | 104k | 118.19 |
| 2020-09-30 | $12M | 101k | 118.06 |
| 2020-06-30 | $12M | 160k | 74.37 |
| 2020-03-31 | $11M | 98k | 115.37 |
| 2019-12-31 | $11M | 96k | 112.38 |
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