iShares Lehman Aggregate Bond shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Sowell Financial Services 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 Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 182k | 96.90 |
| 2024-09-30 | $12M | 122k | 101.27 |
| 2024-06-30 | $12M | 128k | 97.07 |
| 2024-03-31 | $14M | 144k | 97.94 |
| 2023-12-31 | $15M | 146k | 99.25 |
| 2023-09-30 | $15M | 155k | 94.04 |
| 2023-06-30 | $14M | 142k | 97.95 |
| 2022-12-31 | $12M | 118k | 96.99 |
| 2022-09-30 | $4.6M | 48k | 96.33 |
| 2021-12-31 | $15M | 132k | 114.08 |
| 2021-09-30 | $14M | 124k | 114.83 |
| 2021-06-30 | $13M | 111k | 115.33 |
| 2021-03-31 | $15M | 134k | 114.64 |
| 2020-12-31 | $15M | 126k | 118.19 |
| 2020-09-30 | $20M | 165k | 118.06 |
| 2020-06-30 | $11M | 90k | 118.21 |
| 2020-03-31 | $14M | 117k | 115.37 |
| 2019-12-31 | $5.9M | 53k | 112.37 |
| 2019-09-30 | $9.6M | 85k | 113.17 |
| 2019-03-31 | $9.2M | 84k | 109.07 |
| 2018-12-31 | $10M | 94k | 106.49 |
| 2018-06-30 | $11M | 106k | 106.29 |
| 2018-03-31 | $11M | 103k | 105.67 |
| 2017-12-31 | $10M | 92k | 108.41 |
| 2017-09-30 | $9.0M | 82k | 109.30 |
| 2017-06-30 | $5.0M | 46k | 109.56 |
| 2017-03-31 | $5.8M | 53k | 109.42 |
| 2016-12-31 | $4.2M | 39k | 107.90 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond