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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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