iShares Lehman Aggregate Bond shares owned by ProVise Management Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $203k | 2.0k | 99.25 |
| 2023-09-30 | $269k | 2.9k | 94.04 |
| 2023-06-30 | $1.7M | 17k | 97.95 |
| 2022-06-30 | $205k | 2.0k | 101.69 |
| 2022-03-31 | $219k | 2.0k | 106.99 |
| 2021-12-31 | $258k | 2.3k | 114.06 |
| 2021-09-30 | $260k | 2.3k | 114.94 |
| 2015-03-31 | $220k | 2.0k | 111.45 |
| 2014-12-31 | $233k | 2.1k | 109.70 |
| 2013-06-30 | $266k | 2.5k | 106.78 |
| 2012-09-30 | $1.2M | 11k | 112.50 |
| 2012-06-30 | $1.2M | 10k | 111.34 |
| 2012-03-31 | $1.1M | 10k | 109.87 |
| 2011-12-31 | $1.4M | 12k | 110.27 |
| 2011-09-30 | $1.1M | 9.6k | 110.13 |
| 2011-06-30 | $1.2M | 11k | 106.65 |
| 2011-03-31 | $1.1M | 11k | 105.09 |
| 2010-12-31 | $1.1M | 11k | 105.73 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond