iShares Lehman Aggregate Bond shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth 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 SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $387k | 3.8k | 101.26 |
| 2024-06-30 | $378k | 3.9k | 97.08 |
| 2024-03-31 | $350k | 3.6k | 97.93 |
| 2023-12-31 | $379k | 3.8k | 99.24 |
| 2023-09-30 | $401k | 4.3k | 94.04 |
| 2023-06-30 | $428k | 4.4k | 97.95 |
| 2023-03-31 | $431k | 4.3k | 99.64 |
| 2022-12-31 | $426k | 4.4k | 96.98 |
| 2022-09-30 | $478k | 5.0k | 96.29 |
| 2022-06-30 | $460k | 4.5k | 101.66 |
| 2022-03-31 | $504k | 4.7k | 106.94 |
| 2021-12-31 | $534k | 4.7k | 114.08 |
| 2021-09-30 | $495k | 4.3k | 114.82 |
| 2021-06-30 | $505k | 4.4k | 115.17 |
| 2021-03-31 | $413k | 3.6k | 113.74 |
| 2020-12-31 | $452k | 3.9k | 116.95 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond