iShares Lehman Aggregate Bond shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 39k | 100.25 |
| 2025-06-30 | $3.7M | 37k | 99.20 |
| 2025-03-31 | $3.2M | 32k | 98.92 |
| 2024-12-31 | $5.0M | 52k | 96.90 |
| 2024-09-30 | $5.1M | 50k | 101.27 |
| 2024-06-30 | $4.5M | 46k | 97.07 |
| 2024-03-31 | $4.7M | 48k | 97.94 |
| 2023-12-31 | $4.6M | 46k | 99.25 |
| 2023-09-30 | $4.3M | 45k | 94.13 |
| 2023-06-30 | $6.0M | 62k | 97.95 |
| 2023-03-31 | $5.9M | 59k | 99.64 |
| 2022-12-31 | $4.9M | 50k | 97.00 |
| 2022-09-30 | $3.0M | 31k | 96.34 |
| 2022-06-30 | $3.4M | 34k | 101.69 |
| 2022-03-31 | $3.6M | 33k | 107.09 |
| 2021-12-31 | $4.0M | 35k | 114.09 |
| 2021-09-30 | $4.7M | 41k | 114.83 |
| 2021-06-30 | $4.4M | 38k | 115.11 |
| 2021-03-31 | $5.1M | 45k | 113.83 |
| 2020-12-31 | $7.1M | 60k | 118.20 |
| 2020-09-30 | $6.6M | 56k | 118.06 |
| 2020-06-30 | $6.5M | 55k | 118.20 |
| 2020-03-31 | $5.0M | 44k | 115.36 |
| 2019-12-31 | $2.2M | 20k | 112.37 |
| 2019-09-30 | $2.1M | 19k | 113.19 |
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