iShares Lehman Aggregate Bond shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $775k | 8.0k | 96.90 |
| 2024-09-30 | $66k | 648 | 101.30 |
| 2024-06-30 | $62k | 642 | 97.11 |
| 2024-03-31 | $62k | 636 | 98.00 |
| 2023-12-31 | $43k | 429 | 99.17 |
| 2023-09-30 | $50k | 528 | 94.08 |
| 2023-06-30 | $51k | 524 | 98.03 |
| 2023-03-31 | $52k | 520 | 99.63 |
| 2022-12-31 | $49k | 508 | 97.07 |
| 2022-09-30 | $62k | 636 | 98.00 |
| 2022-06-30 | $6.0M | 59k | 101.68 |
| 2022-03-31 | $27M | 256k | 107.10 |
| 2021-12-31 | $29M | 254k | 114.08 |
| 2021-09-30 | $26M | 230k | 114.83 |
| 2021-06-30 | $26M | 228k | 115.33 |
| 2021-03-31 | $25M | 223k | 113.83 |
| 2020-12-31 | $26M | 223k | 118.19 |
| 2020-09-30 | $25M | 212k | 118.06 |
| 2020-06-30 | $25M | 208k | 118.21 |
| 2020-03-31 | $22M | 192k | 115.37 |
| 2019-12-31 | $18M | 162k | 112.37 |
| 2019-09-30 | $16M | 137k | 113.17 |
| 2019-06-30 | $15M | 132k | 111.35 |
| 2019-03-31 | $14M | 125k | 109.07 |
| 2018-12-31 | $13M | 120k | 106.49 |
| 2018-09-30 | $13M | 120k | 105.52 |
| 2018-06-30 | $13M | 120k | 106.32 |
| 2018-03-31 | $13M | 121k | 107.25 |
| 2017-12-31 | $13M | 119k | 109.33 |
| 2017-09-30 | $13M | 117k | 109.59 |
| 2017-06-30 | $12M | 106k | 109.51 |
| 2017-03-31 | $11M | 104k | 108.49 |
| 2016-12-31 | $9.8M | 91k | 108.06 |
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