iShares Lehman Aggregate Bond shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 250 | 100.25 |
| 2025-06-30 | $25k | 250 | 99.20 |
| 2025-03-31 | $25k | 250 | 98.92 |
| 2024-12-31 | $24k | 250 | 96.90 |
| 2024-09-30 | $31k | 308 | 101.27 |
| 2024-06-30 | $30k | 308 | 97.07 |
| 2024-03-31 | $30k | 308 | 97.94 |
| 2023-12-31 | $31k | 308 | 99.25 |
| 2023-09-30 | $29k | 308 | 94.04 |
| 2023-06-30 | $31k | 308 | 99.64 |
| 2023-03-31 | $31k | 308 | 100.65 |
| 2022-12-31 | $30k | 308 | 97.40 |
| 2022-09-30 | $30k | 308 | 97.40 |
| 2022-06-30 | $31k | 308 | 100.65 |
| 2022-03-31 | $33k | 308 | 107.14 |
| 2021-12-31 | $35k | 308 | 113.64 |
| 2021-09-30 | $35k | 308 | 113.64 |
| 2021-06-30 | $36k | 308 | 116.88 |
| 2021-03-31 | $35k | 308 | 113.64 |
| 2020-12-31 | $36k | 308 | 116.88 |
| 2020-09-30 | $36k | 308 | 116.88 |
| 2020-06-30 | $30k | 250 | 120.00 |
| 2020-03-31 | $29k | 250 | 116.00 |
| 2019-12-31 | $28k | 250 | 112.00 |
| 2019-09-30 | $28k | 250 | 112.00 |
| 2019-06-30 | $28k | 250 | 112.00 |
| 2019-03-31 | $27k | 250 | 108.00 |
| 2018-12-31 | $27k | 250 | 108.00 |
| 2018-09-30 | $26k | 250 | 104.00 |
| 2018-06-30 | $27k | 250 | 108.00 |
| 2018-03-31 | $100k | 935 | 106.95 |
| 2017-12-31 | $27k | 250 | 108.00 |
| 2017-09-30 | $27k | 250 | 108.00 |
| 2017-06-30 | $27k | 250 | 108.00 |
| 2017-03-31 | $27k | 250 | 108.00 |
| 2016-12-31 | $27k | 250 | 108.00 |
| 2016-09-30 | $28k | 250 | 112.00 |
| 2016-06-30 | $28k | 250 | 112.00 |
| 2016-03-31 | $28k | 250 | 112.00 |
| 2015-12-31 | $27k | 250 | 108.00 |
| 2015-09-30 | $27k | 250 | 108.00 |
| 2015-06-30 | $27k | 250 | 108.00 |
| 2015-03-31 | $28k | 250 | 112.00 |
| 2014-12-31 | $28k | 250 | 112.00 |
| 2014-09-30 | $27k | 250 | 108.00 |
| 2014-06-30 | $27k | 250 | 108.00 |
| 2014-03-31 | $27k | 250 | 108.00 |
| 2013-12-31 | $27k | 250 | 108.00 |
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