iShares Lehman Aggregate Bond shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 181k | 101.27 |
| 2024-06-30 | $22M | 225k | 97.07 |
| 2024-03-31 | $218M | 2.2M | 97.94 |
| 2023-12-31 | $207M | 2.1M | 99.25 |
| 2023-09-30 | $181M | 1.9M | 94.04 |
| 2023-06-30 | $183M | 1.9M | 97.95 |
| 2023-03-31 | $182M | 1.8M | 99.64 |
| 2022-12-31 | $171M | 1.8M | 96.99 |
| 2022-09-30 | $159M | 1.6M | 96.34 |
| 2022-06-30 | $178M | 1.7M | 101.69 |
| 2022-03-31 | $189M | 1.8M | 107.10 |
| 2021-12-31 | $158M | 1.4M | 114.08 |
| 2021-09-30 | $38M | 328k | 114.83 |
| 2021-06-30 | $134M | 1.2M | 115.33 |
| 2021-03-31 | $126M | 1.1M | 113.83 |
| 2020-12-31 | $132M | 1.1M | 118.19 |
| 2020-09-30 | $125M | 1.1M | 118.06 |
| 2020-06-30 | $112M | 943k | 118.21 |
| 2020-03-31 | $106M | 917k | 115.37 |
| 2019-12-31 | $99M | 880k | 112.37 |
| 2019-09-30 | $93M | 817k | 113.17 |
| 2019-06-30 | $78M | 696k | 111.35 |
| 2019-03-31 | $61M | 558k | 109.07 |
| 2018-12-31 | $30M | 281k | 106.49 |
| 2018-09-30 | $25M | 236k | 105.52 |
| 2018-06-30 | $24M | 229k | 106.32 |
| 2018-03-31 | $24M | 224k | 107.25 |
| 2017-12-31 | $28M | 255k | 109.33 |
| 2017-09-30 | $26M | 235k | 109.59 |
| 2017-06-30 | $24M | 218k | 109.51 |
| 2017-03-31 | $31M | 289k | 108.49 |
| 2016-12-31 | $35M | 327k | 108.06 |
| 2016-09-30 | $34M | 300k | 112.42 |
| 2016-06-30 | $1.1M | 9.7k | 112.65 |
| 2016-03-31 | $3.6k | 394 | 9.03 |
| 2015-12-31 | $344k | 3.1k | 110.19 |
| 2015-09-30 | $285k | 2.6k | 109.66 |
| 2015-06-30 | $233k | 2.1k | 108.98 |
| 2015-03-31 | $255k | 2.3k | 111.60 |
| 2014-12-31 | $344k | 3.1k | 110.19 |
| 2014-09-30 | $410k | 3.8k | 109.13 |
| 2014-06-30 | $414k | 3.8k | 109.44 |
| 2014-03-31 | $482k | 4.5k | 107.88 |
| 2013-12-31 | $693k | 6.5k | 106.50 |
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