iShares Lehman Aggregate Bond shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 12k | 97.95 |
| 2023-12-31 | $1.4M | 14k | 99.25 |
| 2023-09-30 | $8.4M | 89k | 94.04 |
| 2023-06-30 | $8.8M | 90k | 97.95 |
| 2023-03-31 | $11M | 114k | 99.64 |
| 2022-12-31 | $2.6M | 27k | 96.99 |
| 2022-09-30 | $2.5M | 26k | 96.36 |
| 2022-06-30 | $9.6M | 94k | 101.69 |
| 2022-03-31 | $13M | 118k | 106.87 |
| 2021-12-31 | $13M | 115k | 113.86 |
| 2021-09-30 | $15M | 131k | 114.62 |
| 2021-06-30 | $19M | 167k | 115.33 |
| 2021-03-31 | $2.2M | 19k | 113.84 |
| 2020-12-31 | $2.8M | 23k | 118.08 |
| 2020-09-30 | $3.4M | 29k | 118.05 |
| 2020-06-30 | $4.3M | 37k | 118.21 |
| 2020-03-31 | $4.1M | 36k | 115.36 |
| 2019-12-31 | $3.8M | 34k | 112.40 |
| 2019-09-30 | $3.1M | 28k | 113.18 |
| 2019-06-30 | $3.2M | 29k | 111.34 |
| 2019-03-31 | $4.4M | 41k | 109.06 |
| 2018-12-31 | $4.5M | 42k | 106.54 |
| 2018-09-30 | $398k | 3.7k | 106.33 |
| 2018-06-30 | $396k | 3.7k | 105.80 |
| 2018-03-31 | $492k | 4.6k | 107.10 |
| 2017-12-31 | $8.9M | 81k | 109.26 |
| 2017-09-30 | $9.7M | 89k | 109.40 |
| 2017-06-30 | $9.6M | 88k | 108.89 |
| 2017-03-31 | $8.0M | 74k | 108.65 |
| 2016-12-31 | $6.8M | 63k | 108.16 |
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