Octavia Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
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