iShares Lehman Aggregate Bond shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $69M | 684k | 101.27 |
| 2024-06-30 | $110M | 1.1M | 97.07 |
| 2024-03-31 | $113M | 1.2M | 97.94 |
| 2023-12-31 | $70M | 703k | 99.25 |
| 2023-09-30 | $82M | 874k | 94.04 |
| 2023-06-30 | $73M | 740k | 97.95 |
| 2023-03-31 | $74M | 741k | 99.64 |
| 2022-12-31 | $37M | 384k | 96.99 |
| 2021-12-31 | $18M | 158k | 114.08 |
| 2021-09-30 | $21M | 186k | 114.83 |
| 2021-06-30 | $22M | 186k | 115.33 |
| 2021-03-31 | $20M | 178k | 113.83 |
| 2020-12-31 | $69M | 584k | 118.19 |
| 2020-09-30 | $87M | 739k | 118.06 |
| 2020-06-30 | $50M | 421k | 118.21 |
| 2019-12-31 | $47M | 414k | 112.37 |
| 2019-09-30 | $39M | 345k | 113.17 |
| 2019-06-30 | $30M | 273k | 111.18 |
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