iShares Lehman Aggregate Bond shares owned by Kowal Investment Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kowal Investment Group
from 13F filings
Historical chart of Kowal Investment Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kowal Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 45k | 97.94 |
| 2023-12-31 | $3.3M | 33k | 99.25 |
| 2023-09-30 | $3.2M | 34k | 94.04 |
| 2023-06-30 | $3.0M | 31k | 97.95 |
| 2023-03-31 | $3.0M | 31k | 99.64 |
| 2022-12-31 | $2.2M | 23k | 96.99 |
| 2022-09-30 | $2.2M | 23k | 96.35 |
| 2022-06-30 | $1.8M | 17k | 101.66 |
| 2022-03-31 | $1.6M | 15k | 107.12 |
| 2021-12-31 | $988k | 8.7k | 114.09 |
| 2021-09-30 | $757k | 6.6k | 114.85 |
| 2021-06-30 | $777k | 6.7k | 115.37 |
| 2021-03-31 | $454k | 4.0k | 113.93 |
| 2020-12-31 | $272k | 2.3k | 116.79 |
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