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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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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
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