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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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sharkey, Howes & Javer

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