iShares Lehman Aggregate Bond shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $997k | 9.9k | 100.25 |
| 2025-06-30 | $945k | 9.5k | 99.20 |
| 2025-03-31 | $962k | 9.7k | 98.92 |
| 2024-12-31 | $895k | 9.2k | 96.90 |
| 2024-09-30 | $833k | 8.2k | 101.28 |
| 2024-06-30 | $819k | 8.4k | 97.06 |
| 2024-03-31 | $887k | 9.1k | 97.94 |
| 2023-09-30 | $1.0M | 11k | 94.04 |
| 2023-06-30 | $1.1M | 11k | 97.95 |
| 2023-03-31 | $693k | 7.0k | 99.63 |
| 2022-12-31 | $589k | 6.1k | 96.98 |
| 2022-09-30 | $300k | 3.1k | 96.22 |
| 2022-06-30 | $284k | 2.8k | 100.82 |
| 2022-03-31 | $440k | 4.1k | 107.37 |
| 2021-12-31 | $759k | 6.6k | 114.62 |
| 2021-09-30 | $762k | 6.6k | 115.09 |
| 2021-06-30 | $613k | 5.3k | 115.40 |
| 2021-03-31 | $1.7M | 15k | 113.87 |
| 2020-12-31 | $2.0M | 17k | 118.17 |
| 2020-09-30 | $1.9M | 16k | 117.94 |
| 2020-06-30 | $1.7M | 15k | 118.22 |
| 2020-03-31 | $1.8M | 15k | 115.35 |
| 2019-12-31 | $1.7M | 15k | 112.34 |
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