iShares Lehman Aggregate Bond shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336M | 3.4M | 100.25 |
| 2025-06-30 | $326M | 3.3M | 98.32 |
| 2025-03-31 | $336M | 3.4M | 98.92 |
| 2024-12-31 | $305M | 3.1M | 96.90 |
| 2024-09-30 | $281M | 2.8M | 101.27 |
| 2024-06-30 | $286M | 2.9M | 97.07 |
| 2024-03-31 | $528k | 5.4k | 97.94 |
| 2023-12-31 | $292M | 3.0M | 98.49 |
| 2023-09-30 | $220M | 2.3M | 94.04 |
| 2023-06-30 | $209M | 2.1M | 97.95 |
| 2023-03-31 | $180M | 1.8M | 99.64 |
| 2022-12-31 | $129M | 1.3M | 96.99 |
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