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iShares Lehman Aggregate Bond shares owned by Scott Capital Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Scott Capital Advisors from 13F filings

Historical chart of Scott Capital 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 Scott Capital 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 Scott Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 2.6k 101.26
2024-06-30 $245k 2.5k 97.53
2024-03-31 $214k 2.2k 96.90
2023-12-31 $281k 2.8k 99.25
2023-09-30 $243k 2.6k 93.13
2022-03-31 $1.4M 13k 107.07
2021-12-31 $245k 2.2k 113.90