iShares Lehman Aggregate Bond shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pacific Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 11k | 99.25 |
| 2023-09-30 | $1.0M | 11k | 94.04 |
| 2023-06-30 | $1.1M | 11k | 97.95 |
| 2023-03-31 | $1.1M | 11k | 99.64 |
| 2022-12-31 | $1.9M | 20k | 96.99 |
| 2022-09-30 | $1.9M | 20k | 96.34 |
| 2022-06-30 | $2.3M | 22k | 101.68 |
| 2022-03-31 | $2.4M | 23k | 107.10 |
| 2021-12-31 | $2.6M | 24k | 112.59 |
| 2021-09-30 | $2.7M | 24k | 114.84 |
| 2021-06-30 | $2.8M | 24k | 115.35 |
| 2021-03-31 | $3.1M | 27k | 113.85 |
| 2020-12-31 | $3.3M | 28k | 118.19 |
| 2020-09-30 | $3.3M | 28k | 118.06 |
| 2020-06-30 | $3.3M | 29k | 115.37 |
| 2020-03-31 | $3.3M | 29k | 115.37 |
| 2019-12-31 | $3.3M | 29k | 112.36 |
| 2019-09-30 | $3.2M | 29k | 111.37 |
| 2019-06-30 | $3.2M | 29k | 109.08 |
| 2019-03-31 | $3.2M | 29k | 109.08 |
| 2018-12-31 | $2.7M | 26k | 106.50 |
| 2015-12-31 | $261k | 2.4k | 108.12 |
| 2015-09-30 | $265k | 2.4k | 109.55 |
| 2015-03-31 | $2.5M | 22k | 111.45 |
| 2014-12-31 | $5.0M | 46k | 110.11 |
| 2012-06-30 | $1.0M | 9.2k | 111.29 |
| 2012-03-31 | $2.1M | 19k | 109.86 |
| 2011-12-31 | $4.6M | 42k | 110.25 |
| 2011-09-30 | $4.8M | 44k | 110.12 |
| 2011-06-30 | $1.3M | 12k | 106.68 |
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