iShares Lehman Aggregate Bond shares owned by Peak Financial Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 108k | 97.94 |
| 2023-12-31 | $11M | 109k | 99.25 |
| 2023-09-30 | $11M | 118k | 94.04 |
| 2023-06-30 | $12M | 118k | 97.95 |
| 2023-03-31 | $12M | 119k | 99.64 |
| 2022-12-31 | $11M | 116k | 96.99 |
| 2022-09-30 | $11M | 112k | 96.34 |
| 2022-06-30 | $12M | 115k | 101.68 |
| 2022-03-31 | $12M | 109k | 107.10 |
| 2021-12-31 | $12M | 108k | 114.08 |
| 2021-09-30 | $12M | 102k | 114.83 |
| 2021-06-30 | $12M | 100k | 115.33 |
| 2021-03-31 | $11M | 93k | 113.83 |
| 2020-12-31 | $10M | 87k | 118.19 |
| 2020-09-30 | $9.8M | 83k | 118.06 |
| 2020-06-30 | $9.0M | 76k | 118.22 |
| 2020-03-31 | $9.1M | 79k | 115.37 |
| 2019-12-31 | $9.6M | 85k | 112.37 |
| 2019-09-30 | $9.6M | 85k | 113.17 |
| 2019-06-30 | $9.2M | 83k | 111.35 |
| 2019-03-31 | $8.8M | 81k | 109.07 |
| 2018-12-31 | $9.4M | 88k | 106.49 |
| 2018-09-30 | $10M | 96k | 105.52 |
| 2018-06-30 | $10M | 98k | 106.32 |
| 2018-03-31 | $11M | 103k | 107.25 |
| 2017-12-31 | $14M | 127k | 109.33 |
| 2017-09-30 | $15M | 136k | 109.59 |
| 2017-06-30 | $15M | 140k | 109.51 |
| 2017-03-31 | $15M | 136k | 108.49 |
| 2016-12-31 | $15M | 136k | 108.06 |
| 2016-09-30 | $16M | 138k | 112.42 |
| 2016-06-30 | $16M | 138k | 112.61 |
| 2015-12-31 | $16M | 146k | 108.01 |
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