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iShares Lehman Aggregate Bond shares owned by Magnolia Capital Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Magnolia Capital Advisors from 13F filings

Historical chart of Magnolia Capital Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Magnolia Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 15k 100.25
2025-06-30 $1.5M 15k 99.20
2025-03-31 $1.5M 15k 98.92
2024-06-30 $1.8M 19k 97.07
2023-03-31 $3.5M 35k 99.64
2022-12-31 $3.1M 32k 97.00
2022-09-30 $5.2M 54k 96.33
2022-06-30 $5.7M 56k 101.67
2022-03-31 $6.1M 57k 107.10
2021-12-31 $15M 129k 114.07
2021-09-30 $6.9M 60k 114.83
2021-06-30 $6.7M 58k 115.33
2020-12-31 $7.6M 65k 118.19
2020-09-30 $7.7M 7.7k 1000.00
2020-06-30 $10M 85k 118.21
2020-03-31 $8.5M 73k 115.36
2019-12-31 $6.9M 62k 112.36