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iShares Lehman Aggregate Bond shares owned by Sovereign Investment Advisors

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

Historical chart of Sovereign Investment 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 Sovereign Investment 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 Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 64k 99.25
2023-09-30 $6.0M 63k 94.04
2023-06-30 $6.2M 63k 97.95
2023-03-31 $6.2M 62k 99.64
2022-12-31 $6.0M 62k 96.99
2022-09-30 $5.9M 62k 96.33
2022-06-30 $6.2M 61k 101.67
2022-03-31 $6.5M 61k 107.10
2021-12-31 $6.9M 61k 114.08
2021-09-30 $6.9M 60k 114.83
2021-06-30 $7.3M 63k 115.33
2021-03-31 $7.2M 63k 113.84
2020-12-31 $7.4M 63k 118.19
2020-09-30 $7.4M 63k 118.06
2020-06-30 $7.4M 62k 118.22
2020-03-31 $7.2M 62k 115.36
2019-12-31 $7.0M 62k 112.37