iShares Lehman Aggregate Bond shares owned by Phocas Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $283k | 2.8k | 101.27 |
| 2024-06-30 | $271k | 2.8k | 97.07 |
| 2022-12-31 | $351k | 3.6k | 96.99 |
| 2022-09-30 | $315k | 3.3k | 96.24 |
| 2022-06-30 | $312k | 3.1k | 101.53 |
| 2022-03-31 | $329k | 3.1k | 107.06 |
| 2021-12-31 | $383k | 3.4k | 114.23 |
| 2021-09-30 | $603k | 5.3k | 114.75 |
| 2021-06-30 | $588k | 5.1k | 115.23 |
| 2021-03-31 | $581k | 5.1k | 113.85 |
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