iShares Lehman Aggregate Bond shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.1M | 53k | 96.90 |
| 2024-09-30 | $5.1M | 50k | 101.27 |
| 2024-06-30 | $5.1M | 52k | 97.07 |
| 2024-03-31 | $4.1M | 42k | 97.94 |
| 2023-12-31 | $4.3M | 44k | 99.25 |
| 2023-09-30 | $3.8M | 40k | 94.04 |
| 2023-06-30 | $4.3M | 43k | 97.95 |
| 2023-03-31 | $4.6M | 46k | 99.64 |
| 2022-12-31 | $4.6M | 47k | 96.99 |
| 2022-09-30 | $4.7M | 49k | 96.35 |
| 2022-06-30 | $5.1M | 51k | 101.67 |
| 2022-03-31 | $5.4M | 51k | 107.11 |
| 2021-12-31 | $5.7M | 50k | 114.08 |
| 2021-09-30 | $6.1M | 53k | 114.82 |
| 2021-06-30 | $4.9M | 42k | 115.33 |
| 2021-03-31 | $3.8M | 34k | 113.84 |
| 2020-12-31 | $4.7M | 40k | 118.20 |
| 2020-09-30 | $4.9M | 41k | 118.07 |
| 2020-06-30 | $5.1M | 43k | 118.22 |
| 2020-03-31 | $4.8M | 42k | 115.36 |
| 2019-12-31 | $9.6M | 85k | 112.37 |
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