iShares Lehman Aggregate Bond shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 35k | 101.27 |
| 2024-06-30 | $3.3M | 34k | 97.07 |
| 2024-03-31 | $3.4M | 35k | 97.94 |
| 2023-12-31 | $3.0M | 30k | 99.25 |
| 2023-09-30 | $2.9M | 30k | 94.04 |
| 2023-06-30 | $2.9M | 30k | 97.95 |
| 2023-03-31 | $3.0M | 30k | 99.64 |
| 2022-12-31 | $2.2M | 23k | 96.99 |
| 2022-09-30 | $20M | 209k | 96.34 |
| 2022-06-30 | $2.8M | 27k | 101.65 |
| 2022-03-31 | $3.0M | 28k | 107.09 |
| 2021-12-31 | $3.7M | 32k | 114.07 |
| 2021-09-30 | $3.7M | 32k | 114.80 |
| 2021-06-30 | $3.8M | 33k | 115.33 |
| 2021-03-31 | $4.1M | 36k | 113.81 |
| 2020-12-31 | $5.2M | 44k | 118.04 |
| 2020-09-30 | $4.9M | 42k | 118.06 |
| 2020-06-30 | $4.6M | 39k | 118.21 |
| 2020-03-31 | $5.2M | 45k | 115.36 |
| 2019-12-31 | $5.1M | 45k | 112.36 |
| 2019-09-30 | $5.2M | 46k | 113.16 |
| 2019-06-30 | $5.4M | 49k | 111.34 |
| 2019-03-31 | $5.2M | 48k | 109.07 |
| 2018-12-31 | $6.0M | 56k | 106.48 |
| 2018-09-30 | $4.9M | 46k | 105.89 |
| 2018-06-30 | $4.9M | 46k | 106.32 |
| 2018-03-31 | $4.9M | 46k | 107.25 |
| 2017-12-31 | $4.6M | 42k | 109.33 |
| 2017-09-30 | $4.7M | 43k | 109.60 |
| 2017-06-30 | $4.6M | 42k | 109.66 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond