iShares Lehman Aggregate Bond shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $476k | 4.9k | 97.94 |
| 2023-09-30 | $845k | 9.0k | 94.04 |
| 2023-06-30 | $882k | 9.0k | 97.95 |
| 2023-03-31 | $897k | 9.0k | 99.64 |
| 2022-12-31 | $1.6M | 17k | 96.99 |
| 2022-09-30 | $876k | 9.1k | 96.31 |
| 2022-06-30 | $805k | 7.9k | 101.63 |
| 2022-03-31 | $755k | 7.1k | 107.03 |
| 2021-09-30 | $491k | 4.3k | 114.93 |
| 2021-06-30 | $492k | 4.3k | 115.25 |
| 2021-03-31 | $486k | 4.3k | 113.92 |
| 2020-12-31 | $626k | 5.3k | 118.20 |
| 2018-06-30 | $2.0k | 23 | 86.96 |
| 2018-03-31 | $2.0k | 23 | 86.96 |
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