iShares Lehman Aggregate Bond shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $26M | 272k | 96.90 |
| 2024-09-30 | $28M | 279k | 101.27 |
| 2024-06-30 | $17M | 174k | 97.07 |
| 2024-03-31 | $18M | 185k | 97.94 |
| 2023-12-31 | $19M | 192k | 99.25 |
| 2023-09-30 | $21M | 222k | 94.04 |
| 2023-06-30 | $23M | 234k | 97.95 |
| 2023-03-31 | $22M | 219k | 99.64 |
| 2022-12-31 | $25M | 257k | 96.99 |
| 2022-09-30 | $22M | 225k | 96.34 |
| 2022-06-30 | $20M | 192k | 101.68 |
| 2022-03-31 | $29M | 272k | 107.10 |
| 2021-12-31 | $30M | 263k | 114.08 |
| 2021-09-30 | $26M | 224k | 114.83 |
| 2021-06-30 | $28M | 243k | 115.33 |
| 2021-03-31 | $29M | 253k | 113.83 |
| 2020-12-31 | $32M | 273k | 118.19 |
| 2020-09-30 | $34M | 288k | 118.06 |
| 2020-06-30 | $35M | 293k | 118.21 |
| 2020-03-31 | $34M | 297k | 115.37 |
| 2019-12-31 | $34M | 302k | 112.37 |
| 2019-09-30 | $35M | 313k | 113.17 |
| 2019-06-30 | $36M | 323k | 111.35 |
| 2019-03-31 | $37M | 339k | 109.07 |
| 2018-12-31 | $44M | 409k | 106.49 |
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