iShares Lehman Aggregate Bond shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 110k | 100.25 |
| 2025-06-30 | $11M | 107k | 99.20 |
| 2025-03-31 | $11M | 108k | 98.92 |
| 2024-12-31 | $9.6M | 99k | 96.90 |
| 2024-09-30 | $9.6M | 95k | 101.27 |
| 2024-06-30 | $9.0M | 92k | 97.07 |
| 2024-03-31 | $8.5M | 86k | 97.94 |
| 2023-12-31 | $6.0M | 61k | 99.25 |
| 2023-09-30 | $11M | 112k | 94.04 |
| 2023-06-30 | $14M | 141k | 97.95 |
| 2023-03-31 | $12M | 116k | 99.64 |
| 2022-12-31 | $11M | 114k | 96.99 |
| 2022-09-30 | $17M | 172k | 96.34 |
| 2022-06-30 | $19M | 184k | 101.68 |
| 2022-03-31 | $9.6M | 90k | 107.10 |
| 2021-12-31 | $11M | 93k | 114.08 |
| 2021-09-30 | $10M | 90k | 114.83 |
| 2021-06-30 | $10M | 87k | 115.33 |
| 2021-03-31 | $8.9M | 79k | 113.82 |
| 2020-12-31 | $8.5M | 72k | 118.19 |
| 2020-09-30 | $8.0M | 68k | 118.06 |
| 2020-06-30 | $7.2M | 61k | 118.20 |
| 2020-03-31 | $5.1M | 45k | 115.37 |
| 2019-12-31 | $2.0M | 18k | 112.37 |
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