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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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