iShares Lehman Aggregate Bond shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 175k | 100.25 |
| 2025-06-30 | $17M | 171k | 99.20 |
| 2025-03-31 | $17M | 168k | 98.92 |
| 2024-12-31 | $16M | 160k | 96.90 |
| 2024-09-30 | $14M | 135k | 101.27 |
| 2024-06-30 | $12M | 120k | 97.07 |
| 2024-03-31 | $11M | 112k | 97.94 |
| 2023-12-31 | $10M | 104k | 99.25 |
| 2023-09-30 | $8.2M | 87k | 94.04 |
| 2023-06-30 | $8.2M | 84k | 97.95 |
| 2023-03-31 | $8.1M | 82k | 99.64 |
| 2022-12-31 | $7.5M | 77k | 98.11 |
| 2022-09-30 | $8.2M | 86k | 96.34 |
| 2022-06-30 | $11M | 108k | 101.68 |
| 2022-03-31 | $10M | 96k | 107.10 |
| 2021-12-31 | $9.4M | 83k | 114.08 |
| 2021-09-30 | $7.2M | 63k | 114.83 |
| 2021-06-30 | $5.3M | 46k | 115.33 |
| 2021-03-31 | $4.7M | 41k | 113.83 |
| 2020-12-31 | $4.4M | 37k | 118.18 |
| 2020-09-30 | $4.2M | 36k | 118.05 |
| 2020-06-30 | $4.1M | 35k | 118.21 |
| 2020-03-31 | $3.8M | 33k | 115.36 |
| 2019-12-31 | $2.4M | 22k | 112.39 |
| 2019-09-30 | $2.4M | 21k | 113.19 |
| 2019-06-30 | $2.4M | 21k | 111.36 |
| 2019-03-31 | $2.2M | 20k | 109.09 |
| 2018-12-31 | $1.9M | 18k | 106.50 |
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