iShares Lehman Aggregate Bond shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial 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 SC&H Financial 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 SC&H Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.7M | 18k | 96.90 |
2024-09-30 | $1.9M | 19k | 101.27 |
2024-06-30 | $1.8M | 19k | 97.07 |
2024-03-31 | $1.6M | 16k | 97.94 |
2023-12-31 | $1.7M | 17k | 99.25 |
2023-09-30 | $1.5M | 16k | 94.04 |
2023-06-30 | $1.5M | 15k | 97.95 |
2023-03-31 | $1.4M | 15k | 99.64 |
2022-12-31 | $1.2M | 13k | 96.99 |
2022-09-30 | $1.3M | 13k | 96.35 |
2022-06-30 | $1.6M | 16k | 101.68 |
2022-03-31 | $1.3M | 12k | 107.08 |
2021-12-31 | $763k | 6.7k | 114.03 |
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