iShares Lehman Aggregate Bond shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 28k | 100.25 |
| 2025-06-30 | $2.5M | 25k | 99.20 |
| 2025-03-31 | $2.5M | 26k | 98.92 |
| 2024-12-31 | $2.4M | 24k | 96.90 |
| 2024-09-30 | $2.7M | 27k | 101.27 |
| 2024-06-30 | $3.0M | 31k | 97.07 |
| 2024-03-31 | $2.6M | 27k | 97.94 |
| 2023-12-31 | $2.9M | 29k | 99.25 |
| 2023-09-30 | $2.4M | 25k | 94.04 |
| 2023-06-30 | $3.0M | 31k | 97.95 |
| 2023-03-31 | $2.7M | 27k | 99.64 |
| 2022-12-31 | $4.0M | 41k | 96.99 |
| 2022-09-30 | $3.5M | 37k | 96.35 |
| 2022-06-30 | $3.8M | 37k | 101.68 |
| 2022-03-31 | $4.0M | 37k | 107.09 |
| 2021-12-31 | $4.6M | 40k | 114.07 |
| 2021-09-30 | $4.6M | 40k | 114.83 |
| 2021-06-30 | $4.3M | 37k | 115.34 |
| 2021-03-31 | $5.4M | 47k | 113.83 |
| 2020-12-31 | $6.7M | 56k | 118.19 |
| 2020-09-30 | $6.1M | 51k | 118.05 |
| 2020-06-30 | $5.5M | 47k | 118.21 |
| 2020-03-31 | $5.3M | 46k | 115.38 |
| 2019-12-31 | $14M | 128k | 112.37 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond