iShares Lehman Aggregate Bond shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $395k | 4.0k | 99.88 |
| 2020-06-30 | $224k | 1.9k | 118.14 |
| 2020-03-31 | $236k | 2.0k | 115.18 |
| 2019-12-31 | $31M | 277k | 112.37 |
| 2019-09-30 | $26M | 234k | 113.17 |
| 2019-06-30 | $8.2M | 74k | 111.35 |
| 2019-03-31 | $16M | 146k | 109.07 |
| 2018-12-31 | $12M | 109k | 106.49 |
| 2018-09-30 | $15M | 143k | 105.52 |
| 2018-06-30 | $15M | 143k | 106.32 |
| 2018-03-31 | $22M | 202k | 107.25 |
| 2017-12-31 | $25M | 229k | 109.33 |
| 2017-09-30 | $5.8M | 53k | 109.59 |
| 2017-06-30 | $21M | 196k | 109.34 |
| 2017-03-31 | $19M | 175k | 108.50 |
| 2016-12-31 | $18M | 164k | 108.07 |
| 2016-09-30 | $18M | 164k | 112.42 |
| 2016-06-30 | $9.1M | 81k | 112.62 |
| 2016-03-31 | $16M | 140k | 110.83 |
| 2015-12-31 | $8.4M | 78k | 107.91 |
| 2015-09-30 | $9.1M | 83k | 109.59 |
| 2015-06-30 | $8.6M | 79k | 108.79 |
| 2015-03-31 | $9.0M | 81k | 111.43 |
| 2014-12-31 | $4.0M | 36k | 110.12 |
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