iShares Lehman Aggregate Bond shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 417k | 100.25 |
| 2025-06-30 | $40M | 399k | 99.20 |
| 2025-03-31 | $39M | 397k | 98.92 |
| 2024-12-31 | $38M | 393k | 96.91 |
| 2024-09-30 | $39M | 386k | 101.27 |
| 2024-06-30 | $33M | 344k | 97.09 |
| 2024-03-31 | $33M | 336k | 97.94 |
| 2023-12-31 | $32M | 325k | 99.25 |
| 2023-09-30 | $30M | 318k | 94.53 |
| 2023-06-30 | $16M | 168k | 97.95 |
| 2023-03-31 | $15M | 148k | 99.64 |
| 2022-12-31 | $14M | 140k | 96.99 |
| 2022-09-30 | $15M | 153k | 96.34 |
| 2022-06-30 | $15M | 142k | 101.68 |
| 2022-03-31 | $15M | 141k | 107.10 |
| 2021-12-31 | $15M | 134k | 114.08 |
| 2021-09-30 | $17M | 151k | 114.83 |
| 2021-06-30 | $17M | 150k | 115.33 |
| 2021-03-31 | $17M | 148k | 113.83 |
| 2020-12-31 | $20M | 171k | 118.19 |
| 2020-09-30 | $20M | 168k | 118.06 |
| 2020-06-30 | $451k | 3.8k | 118.28 |
| 2020-03-31 | $418k | 3.6k | 115.25 |
| 2019-12-31 | $453k | 4.0k | 112.38 |
| 2019-09-30 | $541k | 4.8k | 112.47 |
| 2018-03-31 | $295k | 2.7k | 107.35 |
| 2017-12-31 | $319k | 2.9k | 109.21 |
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