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iShares Lehman Aggregate Bond shares owned by MSH Capital Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MSH Capital Advisors from 13F filings

Historical chart of MSH Capital 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 MSH Capital 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 MSH Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $695k 6.9k 100.25
2025-06-30 $643k 6.5k 99.20
2025-03-31 $518k 5.2k 98.91
2024-12-31 $618k 6.4k 96.90
2024-09-30 $702k 6.9k 101.26
2024-06-30 $393k 4.0k 97.07
2023-09-30 $240k 2.6k 94.06
2023-06-30 $277k 2.8k 97.95
2023-03-31 $309k 3.1k 99.63
2022-12-31 $356k 3.7k 96.98
2022-09-30 $392k 4.1k 96.35
2022-06-30 $529k 5.2k 101.69
2022-03-31 $610k 5.7k 107.09
2021-12-31 $551k 4.8k 114.08