iShares Lehman Aggregate Bond shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $91k | 907 | 100.25 |
| 2025-06-30 | $125k | 1.3k | 99.20 |
| 2025-03-31 | $97k | 981 | 98.92 |
| 2024-12-31 | $283k | 2.9k | 96.90 |
| 2024-09-30 | $319k | 3.1k | 101.27 |
| 2024-03-31 | $308k | 3.1k | 97.94 |
| 2023-12-31 | $202k | 2.0k | 99.25 |
| 2023-09-30 | $191k | 2.0k | 94.04 |
| 2023-06-30 | $255k | 2.6k | 97.95 |
| 2023-03-31 | $129k | 1.3k | 99.67 |
| 2022-12-31 | $117k | 1.2k | 96.96 |
| 2022-09-30 | $116k | 1.2k | 96.27 |
| 2022-06-30 | $124k | 1.2k | 101.64 |
| 2022-03-31 | $131k | 1.2k | 107.38 |
| 2021-12-31 | $422k | 3.7k | 114.18 |
| 2021-09-30 | $424k | 3.7k | 114.72 |
| 2021-06-30 | $406k | 3.5k | 115.34 |
| 2021-03-31 | $44k | 388 | 113.40 |
| 2020-12-31 | $81k | 683 | 118.59 |
| 2020-09-30 | $79k | 672 | 117.56 |
| 2020-06-30 | $40k | 339 | 117.99 |
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