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iShares Lehman Aggregate Bond shares owned by Souders Financial Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Souders Financial Advisors from 13F filings

Historical chart of Souders Financial 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 Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $24M 252k 97.07
2024-03-31 $24M 244k 97.94
2023-12-31 $22M 224k 99.25
2023-09-30 $8.7M 92k 94.04
2023-06-30 $8.4M 86k 97.95
2023-03-31 $8.6M 87k 99.64
2022-12-31 $7.5M 77k 96.99
2022-09-30 $6.6M 68k 96.34
2022-06-30 $296k 2.9k 101.61
2022-03-31 $13M 122k 107.10
2021-12-31 $13M 116k 114.08
2021-09-30 $13M 113k 114.83
2021-06-30 $13M 111k 115.33
2021-03-31 $800k 7.0k 113.90