iShares Lehman Aggregate Bond shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth 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 Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 271k | 100.25 |
| 2025-06-30 | $25M | 250k | 99.20 |
| 2025-03-31 | $24M | 244k | 98.92 |
| 2024-12-31 | $22M | 226k | 96.90 |
| 2024-09-30 | $22M | 213k | 101.27 |
| 2024-06-30 | $16M | 167k | 97.07 |
| 2024-03-31 | $13M | 134k | 97.94 |
| 2023-12-31 | $1.4M | 14k | 99.25 |
| 2023-09-30 | $246k | 2.6k | 94.05 |
| 2022-12-31 | $421k | 4.3k | 96.99 |
| 2021-12-31 | $220k | 1.9k | 113.99 |
| 2021-09-30 | $245k | 2.1k | 115.08 |
| 2021-06-30 | $329k | 2.9k | 115.40 |
| 2021-03-31 | $282k | 2.5k | 113.94 |
| 2020-12-31 | $312k | 2.6k | 118.32 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond