iShares Lehman Aggregate Bond shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 211k | 101.27 |
| 2024-06-30 | $20M | 209k | 97.07 |
| 2024-03-31 | $21M | 210k | 97.94 |
| 2023-12-31 | $21M | 209k | 99.25 |
| 2023-09-30 | $16M | 167k | 94.04 |
| 2023-06-30 | $18M | 184k | 97.95 |
| 2023-03-31 | $18M | 185k | 99.64 |
| 2022-12-31 | $19M | 193k | 96.99 |
| 2022-09-30 | $20M | 212k | 96.34 |
| 2022-06-30 | $30M | 296k | 101.68 |
| 2022-03-31 | $6.4M | 60k | 107.10 |
| 2021-12-31 | $5.8M | 51k | 114.08 |
| 2021-09-30 | $5.6M | 49k | 114.82 |
| 2021-06-30 | $5.5M | 48k | 115.34 |
| 2021-03-31 | $4.6M | 41k | 113.82 |
| 2020-12-31 | $1.6M | 14k | 118.16 |
| 2020-09-30 | $1.6M | 14k | 118.07 |
| 2020-06-30 | $1.7M | 15k | 118.21 |
| 2020-03-31 | $1.9M | 17k | 115.35 |
| 2019-12-31 | $2.0M | 18k | 112.38 |
| 2019-09-30 | $2.1M | 18k | 113.15 |
| 2019-06-30 | $1.8M | 16k | 111.38 |
| 2019-03-31 | $1.7M | 16k | 109.09 |
| 2018-12-31 | $1.1M | 10k | 106.50 |
| 2018-09-30 | $2.9M | 27k | 105.53 |
| 2018-06-30 | $2.1M | 19k | 106.30 |
| 2018-03-31 | $676k | 6.3k | 107.27 |
| 2017-12-31 | $2.0M | 19k | 109.35 |
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