iShares Lehman Aggregate Bond shares owned by REDW Stanley Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by REDW Stanley Financial Advisors
from 13F filings
Historical chart of REDW Stanley Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by REDW Stanley Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 19k | 97.94 |
| 2023-12-31 | $1.9M | 19k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.7M | 18k | 97.95 |
| 2023-03-31 | $1.9M | 19k | 99.64 |
| 2022-12-31 | $1.7M | 18k | 96.99 |
| 2022-09-30 | $1.2M | 13k | 96.34 |
| 2022-06-30 | $1.3M | 13k | 101.65 |
| 2018-06-30 | $205k | 1.9k | 106.55 |
| 2018-03-31 | $206k | 1.9k | 107.07 |
| 2017-12-31 | $217k | 2.0k | 109.54 |
| 2017-09-30 | $223k | 2.0k | 109.69 |
| 2017-06-30 | $243k | 2.2k | 109.61 |
| 2017-03-31 | $285k | 2.6k | 108.49 |
| 2016-12-31 | $247k | 2.3k | 108.10 |
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