iShares Lehman Aggregate Bond shares owned by Stordahl Capital Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stordahl Capital Management
from 13F filings
Historical chart of Stordahl Capital Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Stordahl Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Stordahl Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 2.9k | 100.25 |
| 2025-06-30 | $288k | 2.9k | 99.20 |
| 2025-03-31 | $291k | 2.9k | 98.92 |
| 2024-12-31 | $297k | 3.1k | 96.90 |
| 2024-09-30 | $313k | 3.1k | 101.23 |
| 2024-06-30 | $317k | 3.3k | 97.07 |
| 2024-03-31 | $308k | 3.1k | 97.94 |
| 2023-12-31 | $358k | 3.6k | 99.25 |
| 2023-09-30 | $216k | 2.3k | 94.04 |
| 2023-06-30 | $279k | 2.9k | 97.95 |
| 2023-03-31 | $334k | 3.3k | 99.64 |
| 2022-12-31 | $352k | 3.6k | 96.99 |
| 2022-09-30 | $481k | 5.0k | 96.33 |
| 2022-06-30 | $461k | 4.5k | 101.72 |
| 2022-03-31 | $846k | 7.9k | 107.10 |
| 2021-12-31 | $910k | 8.0k | 114.02 |
| 2021-09-30 | $890k | 7.7k | 114.87 |
| 2021-06-30 | $870k | 7.5k | 115.37 |
| 2021-03-31 | $810k | 7.1k | 113.88 |
| 2020-12-31 | $827k | 7.0k | 118.23 |
| 2020-09-30 | $781k | 6.6k | 118.12 |
| 2020-06-30 | $798k | 6.7k | 118.26 |
| 2020-03-31 | $839k | 7.3k | 115.01 |
| 2019-12-31 | $827k | 7.4k | 112.39 |
| 2019-09-30 | $835k | 7.4k | 113.17 |
| 2019-06-30 | $821k | 7.4k | 110.78 |
| 2019-03-31 | $805k | 7.4k | 108.26 |
| 2018-12-31 | $794k | 7.5k | 106.48 |
| 2018-09-30 | $805k | 7.7k | 104.36 |
| 2018-06-30 | $878k | 8.3k | 106.36 |
| 2018-03-31 | $889k | 8.3k | 107.24 |
| 2017-12-31 | $906k | 8.3k | 109.29 |
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