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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

Tip: Access up to 7 years of quarterly data

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

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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
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