iShares Lehman Aggregate Bond shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 135k | 101.27 |
| 2024-06-30 | $12M | 122k | 97.07 |
| 2024-03-31 | $12M | 120k | 97.94 |
| 2023-12-31 | $12M | 117k | 99.25 |
| 2023-09-30 | $10M | 108k | 94.04 |
| 2023-06-30 | $10M | 102k | 97.95 |
| 2023-03-31 | $9.9M | 99k | 99.64 |
| 2022-12-31 | $9.4M | 97k | 96.99 |
| 2022-09-30 | $8.6M | 89k | 96.34 |
| 2022-06-30 | $8.9M | 88k | 101.68 |
| 2022-03-31 | $9.4M | 88k | 107.10 |
| 2021-12-31 | $9.7M | 86k | 114.08 |
More positions owned by High Net Worth Advisory Group
View all positions for High Net Worth Advisory Group
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond