iShares Lehman Aggregate Bond shares owned by Mosaic Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Mosaic Advisors
from 13F filings
Historical chart of Mosaic Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mosaic Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 26k | 101.27 |
| 2024-06-30 | $2.5M | 26k | 97.07 |
| 2024-03-31 | $2.5M | 26k | 97.94 |
| 2023-12-31 | $2.6M | 26k | 99.25 |
| 2023-09-30 | $2.4M | 26k | 94.04 |
| 2023-06-30 | $1.2M | 12k | 97.95 |
| 2023-03-31 | $1.2M | 12k | 99.64 |
| 2022-12-31 | $1.2M | 12k | 96.99 |
| 2022-09-30 | $1.2M | 12k | 96.37 |
| 2022-06-30 | $1.7M | 16k | 101.70 |
| 2022-03-31 | $1.0M | 9.5k | 107.14 |
| 2021-12-31 | $3.0M | 27k | 114.07 |
| 2021-09-30 | $29M | 248k | 114.83 |
| 2021-06-30 | $28M | 246k | 115.33 |
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