iShares Lehman Aggregate Bond shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $673k | 6.7k | 99.88 |
| 2023-06-30 | $29M | 293k | 97.95 |
| 2023-03-31 | $28M | 285k | 99.64 |
| 2022-12-31 | $28M | 285k | 96.99 |
| 2022-09-30 | $37M | 386k | 96.34 |
| 2022-06-30 | $31M | 300k | 101.68 |
| 2022-03-31 | $27M | 251k | 107.10 |
| 2021-12-31 | $26M | 230k | 114.08 |
| 2021-09-30 | $272k | 2.4k | 114.86 |
| 2021-06-30 | $277k | 2.4k | 115.51 |
| 2021-03-31 | $393k | 3.5k | 113.81 |
| 2020-12-31 | $429k | 3.6k | 118.12 |
| 2019-03-31 | $133k | 1.2k | 109.02 |
| 2018-12-31 | $130k | 1.2k | 106.56 |
| 2018-09-30 | $128k | 1.2k | 104.92 |
| 2018-06-30 | $130k | 1.2k | 106.56 |
| 2018-03-31 | $130k | 1.2k | 106.56 |
| 2017-12-31 | $52k | 482 | 107.88 |
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