iShares Lehman Aggregate Bond shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $530k | 5.3k | 99.25 |
| 2023-09-30 | $228k | 2.4k | 94.06 |
| 2023-06-30 | $344k | 3.5k | 97.94 |
| 2023-03-31 | $346k | 3.5k | 99.64 |
| 2022-12-31 | $480k | 5.0k | 96.99 |
| 2022-09-30 | $1.8M | 19k | 96.34 |
| 2022-06-30 | $2.3M | 22k | 101.68 |
| 2022-03-31 | $3.2M | 30k | 107.09 |
| 2021-12-31 | $3.7M | 32k | 114.08 |
| 2021-09-30 | $3.5M | 31k | 114.82 |
| 2021-06-30 | $4.1M | 35k | 115.34 |
| 2021-03-31 | $6.6M | 58k | 113.82 |
| 2020-12-31 | $9.0M | 76k | 118.19 |
| 2020-09-30 | $9.1M | 77k | 118.07 |
| 2020-06-30 | $12M | 104k | 118.21 |
| 2020-03-31 | $14M | 123k | 115.37 |
| 2019-12-31 | $15M | 129k | 112.37 |
| 2019-09-30 | $16M | 144k | 113.17 |
| 2019-06-30 | $17M | 148k | 111.35 |
| 2019-03-31 | $16M | 151k | 109.07 |
| 2018-12-31 | $18M | 169k | 106.49 |
| 2018-09-30 | $19M | 183k | 105.52 |
| 2018-06-30 | $20M | 192k | 106.32 |
| 2018-03-31 | $21M | 194k | 107.25 |
| 2017-12-31 | $21M | 194k | 109.33 |
| 2017-09-30 | $9.1M | 83k | 109.59 |
| 2017-06-30 | $7.5M | 69k | 109.51 |
| 2017-03-31 | $6.5M | 60k | 108.50 |
| 2016-12-31 | $1.7M | 16k | 108.08 |
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