iShares Lehman Aggregate Bond shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 8.9k | 100.25 |
| 2025-06-30 | $1.0M | 10k | 99.20 |
| 2024-09-30 | $201k | 2.0k | 101.27 |
| 2024-06-30 | $226k | 2.3k | 97.07 |
| 2024-03-31 | $576k | 5.9k | 97.94 |
| 2023-12-31 | $503k | 5.1k | 99.25 |
| 2023-09-30 | $1.2M | 13k | 94.04 |
| 2023-06-30 | $1.4M | 14k | 97.95 |
| 2023-03-31 | $1.7M | 17k | 99.64 |
| 2022-12-31 | $2.4M | 25k | 96.99 |
| 2022-09-30 | $1.5M | 15k | 96.33 |
| 2022-06-30 | $1.7M | 17k | 101.65 |
| 2022-03-31 | $2.1M | 19k | 107.08 |
| 2021-12-31 | $2.5M | 22k | 114.07 |
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