iShares Lehman Aggregate Bond shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 27k | 101.27 |
| 2024-06-30 | $2.5M | 26k | 97.07 |
| 2024-03-31 | $2.5M | 26k | 97.94 |
| 2023-12-31 | $2.6M | 27k | 99.25 |
| 2023-09-30 | $2.7M | 29k | 94.04 |
| 2023-06-30 | $2.7M | 27k | 97.95 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $2.3M | 24k | 96.99 |
| 2022-09-30 | $2.0M | 21k | 96.32 |
| 2022-06-30 | $1.7M | 17k | 101.68 |
| 2022-03-31 | $2.2M | 21k | 107.10 |
| 2021-12-31 | $2.0M | 18k | 114.08 |
| 2021-09-30 | $1.5M | 13k | 114.81 |
| 2021-06-30 | $1.3M | 11k | 115.29 |
| 2021-03-31 | $1.1M | 9.6k | 113.87 |
| 2020-12-31 | $1.1M | 9.2k | 118.15 |
| 2020-09-30 | $1.2M | 11k | 118.11 |
| 2020-06-30 | $1.2M | 9.8k | 118.18 |
| 2020-03-31 | $1.1M | 9.6k | 115.38 |
| 2019-12-31 | $4.4M | 39k | 112.36 |
| 2019-09-30 | $4.4M | 39k | 113.17 |
| 2019-06-30 | $2.5M | 23k | 111.39 |
| 2019-03-31 | $2.5M | 23k | 109.06 |
| 2018-12-31 | $2.0M | 19k | 106.47 |
| 2018-09-30 | $1.8M | 17k | 105.52 |
| 2018-06-30 | $2.0M | 19k | 106.30 |
| 2018-03-31 | $1.6M | 15k | 106.91 |
| 2017-12-31 | $752k | 6.9k | 109.29 |
| 2017-09-30 | $92k | 838 | 109.79 |
| 2017-06-30 | $100k | 919 | 108.81 |
| 2017-03-31 | $238k | 2.2k | 108.53 |
| 2016-12-31 | $115k | 1.1k | 108.59 |
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