iShares Lehman Aggregate Bond shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $309k | 3.1k | 101.27 |
| 2024-06-30 | $392k | 4.0k | 97.08 |
| 2024-03-31 | $400k | 4.1k | 97.94 |
| 2023-12-31 | $405k | 4.1k | 99.25 |
| 2023-09-30 | $510k | 5.4k | 94.04 |
| 2023-06-30 | $539k | 5.5k | 97.95 |
| 2023-03-31 | $549k | 5.5k | 99.63 |
| 2022-12-31 | $562k | 5.8k | 96.98 |
| 2022-09-30 | $571k | 5.9k | 96.36 |
| 2022-06-30 | $602k | 5.9k | 101.67 |
| 2022-03-31 | $891k | 8.3k | 107.16 |
| 2021-12-31 | $949k | 8.3k | 114.13 |
| 2021-09-30 | $959k | 8.3k | 114.88 |
| 2021-06-30 | $975k | 8.5k | 115.37 |
| 2021-03-31 | $1.0M | 9.2k | 113.84 |
| 2020-12-31 | $1.1M | 9.2k | 118.20 |
| 2020-09-30 | $1.1M | 9.3k | 118.09 |
| 2020-06-30 | $1.1M | 9.3k | 118.20 |
| 2020-03-31 | $1.2M | 11k | 115.37 |
| 2019-09-30 | $1.4M | 13k | 113.19 |
| 2019-06-30 | $1.6M | 15k | 111.33 |
| 2019-03-31 | $2.2M | 20k | 109.12 |
| 2018-12-31 | $1.7M | 16k | 106.51 |
| 2018-09-30 | $1.7M | 16k | 105.52 |
| 2018-06-30 | $1.7M | 16k | 106.33 |
| 2018-03-31 | $2.0M | 19k | 107.23 |
| 2017-12-31 | $2.3M | 21k | 109.33 |
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