iShares Lehman Aggregate Bond shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 194k | 101.27 |
| 2024-06-30 | $20M | 203k | 97.07 |
| 2024-03-31 | $29M | 291k | 97.94 |
| 2023-12-31 | $29M | 294k | 99.25 |
| 2023-06-30 | $30k | 305 | 97.95 |
| 2023-03-31 | $36k | 363 | 99.64 |
| 2022-12-31 | $30k | 305 | 96.99 |
| 2021-03-31 | $210k | 1.8k | 113.76 |
| 2020-12-31 | $33M | 276k | 118.19 |
| 2020-09-30 | $64M | 538k | 118.06 |
| 2020-06-30 | $63M | 537k | 118.21 |
| 2020-03-31 | $60M | 521k | 115.37 |
| 2019-12-31 | $18M | 164k | 112.37 |
More positions owned by Sound Financial Strategies Group
View all positions for Sound Financial Strategies Group
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond