iShares Lehman Aggregate Bond shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 4.5k | 100.26 |
| 2025-06-30 | $433k | 4.4k | 99.21 |
| 2025-03-31 | $857k | 8.7k | 98.92 |
| 2024-12-31 | $842k | 8.7k | 96.90 |
| 2024-09-30 | $447k | 4.4k | 101.28 |
| 2024-03-31 | $430k | 4.4k | 97.95 |
| 2023-12-31 | $449k | 4.5k | 99.26 |
| 2023-09-30 | $465k | 4.9k | 94.05 |
| 2023-06-30 | $477k | 4.9k | 97.96 |
| 2023-03-31 | $546k | 5.5k | 99.65 |
| 2022-12-31 | $3.3M | 34k | 96.99 |
| 2022-09-30 | $479k | 5.0k | 96.36 |
| 2022-06-30 | $494k | 4.9k | 101.60 |
| 2022-03-31 | $486k | 4.5k | 107.12 |
| 2021-12-31 | $437k | 3.8k | 114.10 |
| 2021-09-30 | $439k | 3.8k | 114.71 |
| 2021-06-30 | $441k | 3.8k | 115.29 |
| 2021-03-31 | $435k | 3.8k | 113.79 |
| 2020-12-31 | $456k | 3.9k | 118.17 |
| 2020-09-30 | $439k | 3.7k | 118.04 |
| 2020-06-30 | $439k | 3.7k | 118.11 |
| 2020-03-31 | $434k | 3.8k | 115.36 |
| 2019-12-31 | $4.0k | 36 | 111.11 |
| 2019-09-30 | $10k | 90 | 111.11 |
| 2019-06-30 | $15k | 131 | 114.50 |
| 2019-03-31 | $37k | 339 | 109.14 |
| 2018-12-31 | $10k | 90 | 111.11 |
| 2018-09-30 | $1.0M | 9.9k | 105.50 |
| 2018-06-30 | $10k | 90 | 111.11 |
| 2018-03-31 | $10k | 90 | 111.11 |
| 2017-12-31 | $10k | 90 | 111.11 |
| 2017-09-30 | $10k | 90 | 111.11 |
| 2017-06-30 | $10k | 90 | 111.11 |
| 2017-03-31 | $10k | 90 | 111.11 |
| 2016-12-31 | $10k | 90 | 111.11 |
| 2016-09-30 | $10k | 90 | 111.11 |
| 2016-06-30 | $67k | 597 | 112.23 |
| 2016-03-31 | $221k | 2.0k | 110.83 |
| 2015-12-31 | $215k | 2.0k | 107.82 |
| 2015-09-30 | $219k | 2.0k | 109.83 |
| 2015-06-30 | $217k | 2.0k | 108.83 |
| 2015-03-31 | $222k | 2.0k | 111.33 |
| 2014-12-31 | $66k | 597 | 110.55 |
| 2014-09-30 | $131k | 1.2k | 109.44 |
| 2013-12-31 | $564k | 5.3k | 106.48 |
| 2013-09-30 | $131k | 1.2k | 107.20 |
| 2013-06-30 | $142k | 1.3k | 107.41 |
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