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iShares Lehman Aggregate Bond shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 14k 99.25
2023-09-30 $406k 4.3k 94.03
2023-06-30 $408k 4.2k 97.94
2023-03-31 $371k 3.7k 99.64
2022-12-31 $574k 5.9k 96.98
2022-09-30 $555k 5.8k 96.42
2022-06-30 $591k 5.8k 101.74
2022-03-31 $472k 4.4k 107.10
2021-12-31 $470k 4.1k 114.11