iShares Lehman Aggregate Bond shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.9M | 70k | 99.88 |
| 2025-09-30 | $6.6M | 66k | 100.25 |
| 2025-06-30 | $6.2M | 63k | 99.20 |
| 2025-03-31 | $6.0M | 61k | 98.92 |
| 2024-12-31 | $4.0M | 42k | 96.90 |
| 2024-09-30 | $3.8M | 38k | 101.27 |
| 2024-06-30 | $2.0M | 21k | 97.07 |
| 2024-03-31 | $919k | 9.4k | 97.94 |
| 2023-12-31 | $344k | 3.5k | 99.25 |
| 2021-12-31 | $508k | 4.5k | 114.08 |
| 2021-09-30 | $483k | 4.2k | 114.95 |
| 2021-06-30 | $494k | 4.3k | 115.23 |
| 2021-03-31 | $486k | 4.3k | 113.90 |
| 2020-12-31 | $499k | 4.2k | 118.19 |
| 2020-09-30 | $464k | 3.9k | 118.16 |
| 2020-06-30 | $420k | 3.6k | 118.08 |
| 2020-03-31 | $310k | 2.7k | 115.41 |
| 2019-12-31 | $296k | 2.6k | 112.29 |
| 2019-09-30 | $298k | 2.6k | 113.05 |
| 2019-06-30 | $260k | 2.3k | 111.30 |
| 2019-03-31 | $257k | 2.4k | 109.08 |
| 2018-12-31 | $242k | 2.3k | 106.19 |
| 2018-09-30 | $265k | 2.5k | 106.17 |
| 2018-06-30 | $265k | 2.5k | 106.17 |
| 2018-03-31 | $375k | 3.5k | 107.27 |
| 2017-12-31 | $382k | 3.5k | 109.27 |
| 2017-09-30 | $383k | 3.5k | 109.55 |
| 2017-06-30 | $383k | 3.5k | 109.55 |
| 2017-03-31 | $379k | 3.5k | 108.41 |
| 2016-12-31 | $375k | 3.5k | 108.13 |
| 2016-09-30 | $372k | 3.3k | 112.52 |
| 2016-06-30 | $360k | 3.2k | 112.50 |
| 2016-03-31 | $355k | 3.2k | 110.94 |
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