iShares Lehman Aggregate Bond shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 39k | 99.25 |
| 2023-09-30 | $3.8M | 41k | 94.04 |
| 2023-06-30 | $3.8M | 38k | 97.95 |
| 2023-03-31 | $3.8M | 38k | 99.64 |
| 2022-12-31 | $3.7M | 39k | 96.99 |
| 2022-09-30 | $3.5M | 36k | 96.33 |
| 2022-06-30 | $4.0M | 39k | 101.69 |
| 2022-03-31 | $7.7M | 72k | 107.10 |
| 2021-12-31 | $8.4M | 74k | 114.08 |
| 2021-09-30 | $9.2M | 80k | 114.83 |
| 2021-06-30 | $9.2M | 80k | 115.33 |
| 2021-03-31 | $6.1M | 53k | 113.83 |
| 2020-12-31 | $6.3M | 53k | 118.20 |
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