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
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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 |
|---|---|---|---|
| 2026-03-31 | $481k | 4.8k | 99.27 |
| 2025-12-31 | $508k | 5.1k | 99.88 |
| 2025-09-30 | $438k | 4.4k | 100.25 |
| 2025-06-30 | $434k | 4.4k | 99.20 |
| 2025-03-31 | $537k | 5.4k | 98.92 |
| 2024-12-31 | $525k | 5.4k | 96.90 |
| 2024-09-30 | $1.1M | 11k | 101.27 |
| 2024-06-30 | $1.1M | 11k | 97.07 |
| 2024-03-31 | $1.1M | 12k | 97.94 |
| 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 |
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