iShares Lehman Aggregate Bond shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16M | 158k | 99.88 |
| 2025-09-30 | $41M | 413k | 100.25 |
| 2025-06-30 | $33M | 329k | 99.20 |
| 2025-03-31 | $29M | 295k | 98.92 |
| 2024-12-31 | $28M | 291k | 96.90 |
| 2024-09-30 | $31M | 307k | 101.27 |
| 2024-06-30 | $33M | 336k | 97.07 |
| 2024-03-31 | $35M | 356k | 97.94 |
| 2023-12-31 | $6.7M | 68k | 99.25 |
| 2023-09-30 | $4.9M | 52k | 94.04 |
| 2023-06-30 | $4.4M | 45k | 97.95 |
| 2023-03-31 | $4.3M | 44k | 99.64 |
| 2022-12-31 | $3.2M | 33k | 96.99 |
| 2022-09-30 | $4.3M | 45k | 96.34 |
| 2022-06-30 | $3.7M | 37k | 101.59 |
| 2022-03-31 | $3.8M | 35k | 107.09 |
| 2021-12-31 | $4.5M | 40k | 114.14 |
| 2021-09-30 | $5.1M | 44k | 114.78 |
| 2021-06-30 | $5.0M | 43k | 115.34 |
| 2021-03-31 | $4.2M | 37k | 113.83 |
| 2020-12-31 | $5.2M | 44k | 118.18 |
| 2020-09-30 | $4.9M | 41k | 118.06 |
| 2020-06-30 | $5.0M | 42k | 118.21 |
| 2020-03-31 | $4.3M | 37k | 115.36 |
| 2019-12-31 | $4.0M | 36k | 112.37 |
| 2019-09-30 | $3.9M | 35k | 113.16 |
| 2019-06-30 | $1.8M | 16k | 111.37 |
| 2019-03-31 | $2.0k | 15k | 0.14 |
| 2018-12-31 | $440k | 4.2k | 105.59 |
| 2018-09-30 | $471k | 4.5k | 105.58 |
| 2018-06-30 | $446k | 4.2k | 106.24 |
| 2018-03-31 | $302k | 2.8k | 107.17 |
| 2017-12-31 | $308k | 2.8k | 109.41 |
| 2017-09-30 | $242k | 2.2k | 109.60 |
| 2017-06-30 | $244k | 2.2k | 109.66 |
| 2017-03-31 | $265k | 2.4k | 108.38 |
| 2016-12-31 | $264k | 2.4k | 108.06 |
| 2016-09-30 | $284k | 2.5k | 112.39 |
| 2016-06-30 | $267k | 2.4k | 112.47 |
| 2016-03-31 | $205k | 1.8k | 110.87 |
| 2015-12-31 | $202k | 1.9k | 108.14 |
| 2015-09-30 | $205k | 1.9k | 109.74 |
| 2015-06-30 | $208k | 1.9k | 108.62 |
| 2015-03-31 | $304k | 2.7k | 111.48 |
| 2014-12-31 | $279k | 2.5k | 111.16 |
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