iShares Lehman Aggregate Bond shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $453k | 4.5k | 100.24 |
| 2025-06-30 | $444k | 4.5k | 99.21 |
| 2025-03-31 | $411k | 4.2k | 98.92 |
| 2024-12-31 | $402k | 4.1k | 96.90 |
| 2024-09-30 | $417k | 4.1k | 101.28 |
| 2024-06-30 | $376k | 3.9k | 97.08 |
| 2024-03-31 | $371k | 3.8k | 97.93 |
| 2023-12-31 | $371k | 3.7k | 99.26 |
| 2023-09-30 | $352k | 3.7k | 94.05 |
| 2023-06-30 | $415k | 4.2k | 97.94 |
| 2023-03-31 | $422k | 4.2k | 99.64 |
| 2022-12-31 | $411k | 4.2k | 96.99 |
| 2022-09-30 | $409k | 4.2k | 96.28 |
| 2022-06-30 | $429k | 4.2k | 101.63 |
| 2022-03-31 | $617k | 5.8k | 107.10 |
| 2021-12-31 | $640k | 5.6k | 114.07 |
| 2021-09-30 | $649k | 5.6k | 114.82 |
| 2021-06-30 | $639k | 5.5k | 115.33 |
| 2021-03-31 | $628k | 5.5k | 113.84 |
| 2020-12-31 | $793k | 6.7k | 118.23 |
| 2020-09-30 | $927k | 7.9k | 118.07 |
| 2020-06-30 | $1.0M | 14k | 72.45 |
| 2020-03-31 | $1.1M | 9.7k | 115.37 |
| 2019-12-31 | $1.1M | 9.8k | 112.37 |
| 2019-09-30 | $1.0M | 9.3k | 113.17 |
| 2019-06-30 | $1.0M | 9.3k | 111.35 |
| 2019-03-31 | $827k | 7.6k | 109.07 |
| 2018-12-31 | $746k | 7.0k | 106.46 |
| 2018-09-30 | $772k | 7.3k | 105.41 |
| 2018-06-30 | $766k | 7.2k | 106.54 |
| 2018-03-31 | $474k | 4.4k | 107.83 |
| 2017-12-31 | $432k | 3.9k | 109.39 |
| 2017-09-30 | $406k | 3.7k | 109.88 |
| 2017-06-30 | $337k | 3.1k | 109.27 |
| 2017-03-31 | $375k | 3.4k | 108.89 |
| 2016-12-31 | $363k | 3.4k | 108.36 |
| 2016-09-30 | $339k | 3.0k | 112.33 |
| 2016-06-30 | $329k | 2.9k | 112.83 |
| 2016-03-31 | $323k | 2.9k | 110.50 |
| 2015-12-31 | $477k | 4.4k | 108.63 |
| 2015-09-30 | $493k | 4.5k | 109.65 |
| 2015-06-30 | $496k | 4.5k | 109.35 |
| 2015-03-31 | $499k | 4.5k | 111.48 |
| 2014-12-31 | $550k | 5.0k | 110.55 |
| 2014-09-30 | $492k | 4.5k | 109.72 |
| 2014-06-30 | $489k | 4.5k | 109.76 |
| 2014-03-31 | $500k | 4.6k | 108.32 |
| 2013-12-31 | $426k | 4.0k | 106.85 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond