iShares Lehman Aggregate Bond shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $299k | 3.0k | 99.89 |
| 2025-09-30 | $329k | 3.3k | 100.26 |
| 2025-06-30 | $312k | 3.1k | 99.19 |
| 2024-12-31 | $324k | 3.3k | 96.91 |
| 2024-09-30 | $363k | 3.6k | 101.27 |
| 2024-06-30 | $221k | 2.3k | 97.08 |
| 2024-03-31 | $204k | 2.1k | 97.94 |
| 2023-12-31 | $207k | 2.1k | 99.23 |
| 2023-09-30 | $234k | 2.5k | 94.03 |
| 2023-06-30 | $878k | 9.0k | 97.95 |
| 2023-03-31 | $914k | 9.2k | 99.64 |
| 2022-12-31 | $1.1M | 12k | 96.99 |
| 2022-09-30 | $1.1M | 12k | 96.33 |
| 2022-06-30 | $1.2M | 12k | 101.67 |
| 2022-03-31 | $1.3M | 12k | 107.12 |
| 2021-12-31 | $1.9M | 16k | 114.08 |
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