iShares Lehman Aggregate Bond shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 70k | 100.25 |
| 2025-06-30 | $7.1M | 72k | 99.20 |
| 2025-03-31 | $7.6M | 77k | 98.92 |
| 2024-12-31 | $7.9M | 82k | 96.90 |
| 2024-09-30 | $6.2M | 62k | 101.27 |
| 2024-06-30 | $5.2M | 54k | 97.07 |
| 2024-03-31 | $4.4M | 45k | 97.94 |
| 2023-12-31 | $4.3M | 44k | 99.25 |
| 2023-09-30 | $4.6M | 49k | 94.04 |
| 2023-06-30 | $4.2M | 43k | 97.95 |
| 2023-03-31 | $4.0M | 40k | 99.64 |
| 2022-12-31 | $4.0M | 41k | 96.99 |
| 2022-09-30 | $4.0M | 41k | 96.33 |
| 2022-06-30 | $4.2M | 41k | 101.68 |
| 2022-03-31 | $4.7M | 44k | 107.11 |
| 2021-12-31 | $4.9M | 43k | 114.08 |
| 2021-09-30 | $4.9M | 43k | 114.84 |
| 2021-06-30 | $4.9M | 43k | 115.33 |
| 2021-03-31 | $5.1M | 45k | 113.83 |
| 2020-12-31 | $4.9M | 41k | 118.20 |
| 2020-09-30 | $4.7M | 40k | 118.06 |
| 2020-06-30 | $4.6M | 39k | 118.21 |
| 2020-03-31 | $4.4M | 38k | 115.37 |
| 2019-12-31 | $4.5M | 40k | 112.37 |
| 2019-09-30 | $4.4M | 39k | 113.18 |
| 2019-06-30 | $4.3M | 39k | 111.34 |
| 2019-03-31 | $4.2M | 39k | 109.07 |
| 2018-12-31 | $4.2M | 39k | 106.49 |
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