iShares Lehman Aggregate Bond shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 62k | 100.25 |
| 2025-06-30 | $6.1M | 61k | 99.20 |
| 2025-03-31 | $5.7M | 57k | 98.92 |
| 2024-12-31 | $16M | 165k | 96.90 |
| 2022-12-31 | $314k | 3.2k | 96.99 |
| 2022-09-30 | $510k | 5.3k | 96.28 |
| 2022-06-30 | $538k | 5.3k | 101.61 |
| 2021-12-31 | $223k | 2.0k | 114.12 |
| 2021-09-30 | $205k | 1.8k | 114.72 |
| 2020-06-30 | $324k | 2.7k | 119.56 |
| 2020-03-31 | $301k | 2.6k | 115.33 |
| 2019-12-31 | $20M | 179k | 112.37 |
| 2019-09-30 | $921k | 8.2k | 111.91 |
| 2018-03-31 | $290k | 3.0k | 96.63 |
| 2017-03-31 | $13M | 121k | 108.69 |
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