iShares Lehman Aggregate Bond shares owned by Highland Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Highland Financial Advisors
from 13F filings
Historical chart of Highland Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Highland Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $740k | 7.5k | 99.21 |
| 2023-09-30 | $586k | 6.2k | 94.08 |
| 2023-06-30 | $628k | 6.4k | 98.02 |
| 2023-03-31 | $920k | 9.2k | 99.69 |
| 2022-12-31 | $1.1M | 12k | 96.97 |
| 2022-09-30 | $1.0M | 11k | 96.36 |
| 2022-06-30 | $1.0M | 10k | 101.71 |
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