iShares Lehman Aggregate Bond shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.9M | 40k | 96.90 |
| 2024-09-30 | $2.2M | 22k | 101.27 |
| 2024-06-30 | $1.1M | 12k | 97.08 |
| 2024-03-31 | $1.4M | 14k | 97.95 |
| 2023-12-31 | $1.4M | 14k | 99.26 |
| 2023-09-30 | $1.3M | 14k | 94.04 |
| 2023-06-30 | $1.5M | 15k | 97.95 |
| 2023-03-31 | $1.4M | 15k | 99.64 |
| 2022-12-31 | $14M | 147k | 96.99 |
| 2022-09-30 | $1.1M | 12k | 97.42 |
| 2022-06-30 | $1.2M | 12k | 100.29 |
| 2022-03-31 | $1.3M | 12k | 106.02 |
| 2021-12-31 | $20M | 175k | 113.49 |
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