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iShares Lehman Aggregate Bond shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in iShares Lehman Aggregate Bond

20172018201920202021202220232024010M20M30M0100k200k300k
Value ($)Share countHistorical AGG position of SRS Capital Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 327k 101.27
2024-06-30 $4.4M 45k 97.07
2024-03-31 $4.7M 48k 97.94
2023-12-31 $4.6M 47k 99.25
2023-09-30 $4.4M 47k 94.04
2023-06-30 $4.7M 48k 97.95
2023-03-31 $4.7M 48k 99.64
2022-12-31 $4.4M 46k 96.99
2022-09-30 $4.0M 41k 96.34
2022-06-30 $897k 8.8k 101.74
2022-03-31 $596k 5.6k 107.02
2021-12-31 $5.3M 47k 114.07
2021-09-30 $5.4M 47k 114.84
2021-06-30 $5.5M 48k 115.33
2020-12-31 $912k 7.7k 118.20
2020-09-30 $866k 7.3k 118.03
2020-06-30 $1.0M 8.7k 118.24
2020-03-31 $204k 1.8k 115.19
2019-12-31 $2.6M 23k 112.36
2019-09-30 $2.6M 23k 113.19
2019-06-30 $2.4M 22k 111.36
2018-12-31 $2.3M 22k 106.50
2018-09-30 $1.8M 17k 105.53
2018-06-30 $3.5M 33k 106.32
2018-03-31 $3.2M 30k 107.24
2017-12-31 $4.0M 37k 109.33
2017-09-30 $4.1M 37k 109.57
2017-06-30 $15M 135k 108.88
2017-03-31 $37M 345k 108.49
2016-12-31 $36M 336k 108.06