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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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