iShares Lehman Aggregate Bond shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 18k | 100.25 |
| 2025-06-30 | $2.8M | 28k | 99.20 |
| 2025-03-31 | $1.6M | 16k | 98.92 |
| 2024-12-31 | $2.7M | 28k | 96.90 |
| 2024-09-30 | $7.7M | 76k | 101.27 |
| 2024-06-30 | $5.3M | 55k | 97.07 |
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