iShares Lehman Aggregate Bond shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 25k | 101.27 |
| 2024-06-30 | $611k | 6.3k | 97.07 |
| 2024-03-31 | $703k | 7.2k | 97.94 |
| 2023-12-31 | $640k | 6.5k | 99.25 |
| 2023-09-30 | $634k | 6.7k | 94.04 |
| 2023-06-30 | $664k | 6.8k | 97.95 |
| 2023-03-31 | $668k | 6.7k | 99.64 |
| 2022-12-31 | $641k | 6.6k | 96.99 |
| 2022-09-30 | $643k | 6.7k | 96.62 |
| 2022-06-30 | $933k | 9.2k | 101.63 |
| 2022-03-31 | $2.0M | 19k | 106.76 |
| 2021-12-31 | $2.5M | 22k | 114.07 |
| 2021-09-30 | $2.7M | 24k | 114.83 |
| 2021-06-30 | $2.8M | 24k | 115.35 |
| 2021-03-31 | $3.6M | 32k | 114.01 |
| 2020-12-31 | $143M | 1.2M | 118.19 |
| 2020-09-30 | $129M | 1.1M | 118.02 |
| 2020-06-30 | $94M | 794k | 118.21 |
| 2020-03-31 | $65M | 570k | 114.73 |
| 2019-12-31 | $42M | 375k | 112.37 |
| 2019-09-30 | $126k | 1.1k | 113.62 |
| 2017-12-31 | $5.0k | 50 | 100.00 |
| 2017-09-30 | $42k | 380 | 110.53 |
| 2017-06-30 | $5.9M | 54k | 109.51 |
| 2017-03-31 | $7.6M | 70k | 108.49 |
| 2016-12-31 | $55M | 508k | 108.06 |
| 2016-09-30 | $18M | 160k | 112.42 |
| 2016-06-30 | $12M | 107k | 112.52 |
| 2016-03-31 | $6.4M | 58k | 110.83 |
| 2013-06-30 | $18k | 172 | 104.65 |
| 2013-03-31 | $19k | 172 | 110.47 |
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