iShares Lehman Aggregate Bond shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Sharkey, Howes & Javer consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $222k | 2.2k | 101.27 |
2024-06-30 | $303k | 3.1k | 97.07 |
2024-03-31 | $333k | 3.4k | 97.94 |
2023-12-31 | $303k | 3.1k | 99.24 |
2022-09-30 | $209k | 2.2k | 96.27 |
2022-06-30 | $635k | 6.2k | 101.67 |
2022-03-31 | $931k | 8.7k | 107.06 |
2021-12-31 | $1.9M | 17k | 114.08 |
2021-09-30 | $6.6M | 58k | 114.83 |
2021-06-30 | $6.8M | 59k | 115.33 |
2021-03-31 | $8.6M | 76k | 113.83 |
2020-12-31 | $9.6M | 81k | 118.19 |
2020-09-30 | $9.5M | 80k | 118.06 |
2020-06-30 | $9.1M | 77k | 118.21 |
2020-03-31 | $8.2M | 71k | 115.37 |
2019-12-31 | $7.7M | 68k | 112.37 |
2019-09-30 | $8.1M | 71k | 113.17 |
2016-06-30 | $16k | 138 | 115.94 |
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