iShares Lehman Aggregate Bond shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 115k | 100.25 |
| 2025-06-30 | $11M | 114k | 99.20 |
| 2025-03-31 | $11M | 110k | 98.92 |
| 2024-12-31 | $10M | 105k | 96.90 |
| 2024-09-30 | $10M | 99k | 101.27 |
| 2024-06-30 | $8.9M | 91k | 97.07 |
| 2024-03-31 | $8.3M | 85k | 97.94 |
| 2023-12-31 | $7.5M | 75k | 99.25 |
| 2023-09-30 | $6.0M | 64k | 94.04 |
| 2023-06-30 | $4.2M | 43k | 97.95 |
| 2023-03-31 | $2.8M | 28k | 99.64 |
| 2022-12-31 | $2.9M | 30k | 96.99 |
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