iShares Lehman Aggregate Bond shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $861k | 7.5k | 114.05 |
| 2021-09-30 | $715k | 6.2k | 114.84 |
| 2021-06-30 | $686k | 5.9k | 115.35 |
| 2021-03-31 | $685k | 6.0k | 113.83 |
| 2020-12-31 | $701k | 5.9k | 118.17 |
| 2020-09-30 | $699k | 5.9k | 118.05 |
| 2020-06-30 | $711k | 6.0k | 118.28 |
| 2020-03-31 | $823k | 7.1k | 115.38 |
| 2019-12-31 | $801k | 7.1k | 112.42 |
| 2019-09-30 | $805k | 7.1k | 113.22 |
| 2019-06-30 | $629k | 5.7k | 111.33 |
| 2019-03-31 | $243k | 2.2k | 109.26 |
| 2018-12-31 | $236k | 2.2k | 106.55 |
| 2018-09-30 | $292k | 2.8k | 105.49 |
| 2018-06-30 | $281k | 2.6k | 106.36 |
| 2018-03-31 | $282k | 2.6k | 107.22 |
| 2017-12-31 | $303k | 2.8k | 109.23 |
| 2017-09-30 | $303k | 2.8k | 109.66 |
| 2017-06-30 | $301k | 2.8k | 109.38 |
| 2017-03-31 | $288k | 2.7k | 108.47 |
| 2016-12-31 | $274k | 2.5k | 107.96 |
| 2016-09-30 | $297k | 2.6k | 112.37 |
| 2016-06-30 | $337k | 3.0k | 112.67 |
| 2016-03-31 | $330k | 3.0k | 110.70 |
| 2015-12-31 | $321k | 3.0k | 108.04 |
| 2015-09-30 | $285k | 2.6k | 109.53 |
| 2015-06-30 | $331k | 3.0k | 108.77 |
| 2015-03-31 | $385k | 3.5k | 111.50 |
| 2014-12-31 | $283k | 2.6k | 109.99 |
| 2014-09-30 | $291k | 2.7k | 109.11 |
| 2014-06-30 | $290k | 2.7k | 109.06 |
| 2014-03-31 | $278k | 2.6k | 107.96 |
| 2013-12-31 | $358k | 3.4k | 106.58 |
| 2013-09-30 | $464k | 4.3k | 107.04 |
| 2013-06-30 | $270k | 2.5k | 107.06 |
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