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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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
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