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iShares Lehman Aggregate Bond shares owned by HPM Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $493M 4.9M 101.27
2024-06-30 $342M 3.5M 97.07
2024-03-31 $185M 1.9M 97.79
2023-12-31 $124M 1.2M 99.25
2023-09-30 $87M 924k 94.04
2023-06-30 $58M 595k 97.95
2023-03-31 $32M 324k 99.64
2022-12-31 $44M 446k 98.26
2022-09-30 $36M 378k 96.34
2022-06-30 $34M 336k 101.68
2022-03-31 $17M 163k 105.42
2021-12-31 $2.5M 22k 114.12
2021-09-30 $684k 6.0k 114.88
2021-06-30 $687k 6.0k 115.38
2021-03-31 $913k 8.0k 113.88
2020-12-31 $557k 4.7k 118.26