iShares Lehman Aggregate Bond shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $349M | 3.5M | 99.25 |
| 2023-09-30 | $183M | 1.9M | 94.04 |
| 2023-06-30 | $186M | 1.9M | 97.95 |
| 2023-03-31 | $190M | 1.9M | 99.64 |
| 2022-12-31 | $178M | 1.8M | 96.99 |
| 2022-09-30 | $179M | 1.9M | 96.34 |
| 2022-06-30 | $154M | 1.5M | 101.68 |
| 2022-03-31 | $146M | 1.4M | 107.10 |
| 2021-12-31 | $134M | 1.2M | 114.08 |
| 2021-09-30 | $98M | 856k | 114.83 |
| 2021-06-30 | $72M | 623k | 115.33 |
| 2021-03-31 | $52M | 459k | 113.83 |
| 2020-12-31 | $35M | 292k | 118.12 |
| 2020-09-30 | $28M | 235k | 118.22 |
| 2020-06-30 | $32M | 267k | 118.27 |
| 2020-03-31 | $34M | 297k | 114.98 |
| 2019-12-31 | $43M | 381k | 112.68 |
| 2019-09-30 | $40M | 357k | 113.17 |
| 2019-06-30 | $55M | 493k | 111.35 |
| 2019-03-31 | $55M | 505k | 109.07 |
| 2018-12-31 | $26M | 241k | 106.49 |
| 2018-09-30 | $46M | 434k | 105.52 |
| 2018-06-30 | $41M | 389k | 106.32 |
| 2018-03-31 | $44M | 414k | 107.14 |
| 2017-12-31 | $42M | 381k | 109.33 |
| 2017-09-30 | $43M | 403k | 106.82 |
| 2017-06-30 | $40M | 362k | 109.51 |
| 2017-03-31 | $38M | 353k | 108.49 |
| 2016-12-31 | $27M | 246k | 108.06 |
| 2016-09-30 | $37M | 329k | 112.62 |
| 2016-06-30 | $39M | 347k | 112.61 |
| 2016-03-31 | $35M | 315k | 110.82 |
| 2015-12-31 | $31M | 289k | 108.01 |
| 2015-09-30 | $21M | 191k | 109.58 |
| 2015-06-30 | $10k | 500 | 20.00 |
| 2015-03-31 | $17M | 149k | 111.43 |
| 2014-12-31 | $15M | 136k | 110.12 |
| 2014-09-30 | $11M | 97k | 109.11 |
| 2014-06-30 | $5.6M | 51k | 109.41 |
| 2014-03-31 | $10M | 94k | 107.50 |
| 2013-12-31 | $42M | 397k | 106.43 |
| 2013-09-30 | $7.3M | 68k | 107.20 |
| 2013-06-30 | $12M | 113k | 107.21 |
| 2013-03-31 | $7.1M | 64k | 110.73 |
| 2012-12-31 | $110M | 986k | 111.08 |
| 2012-09-30 | $134M | 1.2M | 111.80 |
| 2012-06-30 | $121M | 1.1M | 111.86 |
| 2012-03-31 | $93M | 845k | 109.85 |
| 2011-12-31 | $75M | 683k | 110.25 |
| 2011-09-30 | $62M | 561k | 110.11 |
| 2011-06-30 | $62M | 582k | 106.67 |
| 2011-03-31 | $52M | 494k | 105.13 |
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