iShares Lehman Aggregate Bond shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $649k | 6.5k | 100.25 |
| 2025-06-30 | $635k | 6.4k | 99.20 |
| 2025-03-31 | $462k | 4.7k | 98.92 |
| 2024-12-31 | $524k | 5.4k | 96.90 |
| 2024-09-30 | $830k | 8.2k | 101.27 |
| 2024-06-30 | $638k | 6.6k | 97.07 |
| 2024-03-31 | $813k | 8.3k | 97.94 |
| 2023-12-31 | $770k | 7.8k | 99.26 |
| 2023-09-30 | $843k | 9.0k | 94.04 |
| 2023-06-30 | $749k | 7.6k | 97.95 |
| 2023-03-31 | $427k | 4.3k | 99.65 |
| 2022-12-31 | $428k | 4.4k | 96.99 |
| 2022-09-30 | $419k | 4.4k | 96.32 |
| 2022-06-30 | $547k | 5.4k | 101.69 |
| 2022-03-31 | $1.6M | 15k | 107.08 |
| 2021-12-31 | $1.2M | 11k | 114.10 |
| 2021-09-30 | $943k | 8.2k | 114.78 |
| 2021-06-30 | $488k | 4.2k | 115.39 |
| 2021-03-31 | $598k | 5.3k | 113.77 |
| 2020-12-31 | $643k | 5.4k | 118.13 |
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