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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
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