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iShares Lehman Aggregate Bond shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $422k 4.2k 100.26
2025-06-30 $380k 3.8k 99.19
2025-03-31 $386k 3.9k 98.91
2024-12-31 $302k 3.1k 96.91
2024-09-30 $301k 3.0k 101.29
2024-06-30 $286k 2.9k 97.08
2024-03-31 $286k 2.9k 97.95
2023-12-31 $288k 2.9k 99.25
2023-09-30 $270k 2.9k 94.05
2023-06-30 $279k 2.8k 97.96
2023-03-31 $282k 2.8k 99.63
2022-12-31 $273k 2.8k 96.98
2016-12-31 $130k 1.2k 108.33
2016-09-30 $135k 1.2k 112.50
2016-06-30 $135k 1.2k 112.50
2016-03-31 $133k 1.2k 110.83
2015-12-31 $130k 1.2k 108.33
2015-09-30 $131k 1.2k 109.17
2015-06-30 $139k 1.3k 109.11