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iShares Lehman Aggregate Bond shares owned by Private Advisor

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $41M 416k 99.25
2023-09-30 $50M 533k 94.04
2023-06-30 $32M 328k 97.80
2023-03-31 $32M 322k 99.64
2022-12-31 $14M 323k 41.88
2022-09-30 $26M 270k 96.34
2022-06-30 $26M 253k 101.68
2022-03-31 $20M 182k 107.10
2021-12-31 $21M 186k 114.08
2021-09-30 $25M 217k 114.82
2021-06-30 $24M 207k 115.33
2021-03-31 $30M 267k 113.83
2020-12-31 $33M 275k 118.19
2020-09-30 $38M 325k 118.10
2020-06-30 $45M 376k 118.21
2020-03-31 $30M 263k 115.37
2019-12-31 $26M 235k 112.37
2019-09-30 $33M 291k 113.12
2019-06-30 $23M 204k 111.35
2019-03-31 $34M 309k 109.07
2018-12-31 $15M 141k 106.49
2018-09-30 $20M 193k 105.52
2018-06-30 $10M 98k 106.00
2018-03-31 $21M 200k 107.25
2017-12-31 $13M 116k 109.01
2017-09-30 $27M 246k 109.43
2017-06-30 $24M 219k 108.95
2017-03-31 $24M 216k 108.69
2016-12-31 $25M 234k 108.57
2016-09-30 $25M 224k 111.75
2016-06-30 $28M 241k 116.39
2016-03-31 $17M 143k 116.32
2015-12-31 $19M 177k 108.01
2015-09-30 $14M 132k 109.58
2015-06-30 $29M 271k 108.80
2015-03-31 $27M 243k 111.43
2014-12-31 $8.6M 79k 109.13
2014-09-30 $6.6M 61k 109.12
2014-06-30 $5.1M 47k 109.40
2014-03-31 $3.5M 33k 107.91
2013-12-31 $2.4M 23k 106.45