iShares Lehman Aggregate Bond shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein 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 Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Richard Bernstein Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $808k | 8.0k | 101.27 |
2023-09-30 | $7.8M | 83k | 94.04 |
2023-06-30 | $877k | 9.0k | 97.95 |
2022-12-31 | $38M | 388k | 96.99 |
2022-09-30 | $5.1M | 53k | 96.34 |
2022-06-30 | $4.4M | 43k | 101.67 |
2022-03-31 | $730k | 6.8k | 107.05 |
2021-12-31 | $14M | 120k | 114.08 |
2021-03-31 | $612k | 5.4k | 113.86 |
2020-12-31 | $23M | 193k | 118.19 |
2020-03-31 | $16k | 144 | 111.11 |
2019-12-31 | $279k | 2.5k | 112.32 |
2018-12-31 | $37M | 343k | 106.49 |
2017-12-31 | $28M | 252k | 109.33 |
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