iShares Lehman Aggregate Bond shares owned by Sonata Capital
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sonata Capital
from 13F filings
Historical chart of Sonata Capital investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sonata Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $468k | 4.7k | 100.15 |
| 2025-06-30 | $464k | 4.7k | 99.29 |
| 2025-03-31 | $462k | 4.7k | 98.87 |
| 2024-12-31 | $448k | 4.6k | 96.95 |
| 2024-09-30 | $468k | 4.6k | 101.28 |
| 2024-03-31 | $521k | 5.3k | 97.91 |
| 2023-12-31 | $528k | 5.3k | 99.23 |
| 2023-09-30 | $500k | 5.3k | 93.97 |
| 2023-06-30 | $570k | 5.8k | 97.92 |
| 2023-03-31 | $580k | 5.8k | 99.64 |
| 2022-12-31 | $565k | 5.8k | 97.06 |
| 2022-09-30 | $561k | 5.8k | 96.38 |
| 2022-06-30 | $592k | 5.8k | 101.70 |
| 2022-03-31 | $623k | 5.8k | 107.03 |
| 2021-12-31 | $664k | 5.8k | 114.07 |
| 2021-09-30 | $668k | 5.8k | 114.76 |
| 2021-06-30 | $671k | 5.8k | 115.27 |
| 2021-03-31 | $663k | 5.8k | 113.90 |
| 2020-12-31 | $688k | 5.8k | 118.19 |
| 2020-09-30 | $954k | 8.1k | 118.08 |
| 2020-06-30 | $688k | 5.8k | 118.19 |
| 2020-03-31 | $672k | 5.8k | 115.44 |
| 2019-12-31 | $654k | 5.8k | 112.35 |
| 2019-09-30 | $659k | 5.8k | 113.21 |
| 2019-06-30 | $648k | 5.8k | 111.32 |
| 2019-03-31 | $635k | 5.8k | 109.09 |
| 2018-12-31 | $620k | 5.8k | 106.51 |
| 2018-09-30 | $614k | 5.8k | 105.48 |
| 2018-06-30 | $619k | 5.8k | 106.34 |
| 2018-03-31 | $624k | 5.8k | 107.20 |
| 2017-12-31 | $636k | 5.8k | 109.26 |
| 2017-09-30 | $550k | 5.0k | 109.54 |
| 2017-06-30 | $550k | 5.0k | 109.54 |
| 2017-03-31 | $545k | 5.0k | 108.54 |
| 2016-12-31 | $543k | 5.0k | 108.15 |
| 2016-09-30 | $564k | 5.0k | 112.33 |
| 2016-06-30 | $565k | 5.0k | 112.53 |
| 2016-03-31 | $510k | 4.6k | 110.77 |
| 2015-12-31 | $392k | 3.6k | 108.02 |
| 2015-09-30 | $200k | 1.8k | 109.35 |
| 2015-03-31 | $204k | 1.8k | 111.54 |
| 2014-12-31 | $201k | 1.8k | 109.90 |
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