iShares Lehman Aggregate Bond shares owned by Keystone Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.3k | 99.20 |
| 2025-06-30 | $228k | 2.3k | 99.20 |
| 2025-03-31 | $947k | 9.6k | 98.92 |
| 2024-12-31 | $1.7M | 18k | 96.90 |
| 2024-09-30 | $366k | 3.6k | 101.26 |
| 2024-03-31 | $305k | 3.1k | 97.93 |
| 2023-12-31 | $269k | 2.7k | 99.24 |
| 2023-09-30 | $263k | 2.8k | 94.04 |
| 2021-03-31 | $266k | 2.3k | 113.97 |
| 2020-12-31 | $4.6M | 39k | 118.19 |
| 2018-09-30 | $219k | 2.1k | 105.04 |
| 2018-06-30 | $261k | 2.5k | 105.97 |
| 2018-03-31 | $299k | 2.8k | 107.02 |
| 2017-12-31 | $9.7M | 129k | 75.33 |
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