iShares Lehman Aggregate Bond shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $650k | 6.5k | 99.25 |
| 2023-09-30 | $535k | 5.7k | 94.04 |
| 2023-06-30 | $510k | 5.2k | 97.95 |
| 2023-03-31 | $530k | 5.3k | 99.64 |
| 2022-12-31 | $468k | 4.8k | 96.99 |
| 2022-09-30 | $262k | 2.7k | 96.39 |
| 2022-06-30 | $271k | 2.7k | 101.50 |
| 2022-03-31 | $340k | 3.2k | 107.29 |
| 2021-12-31 | $397k | 3.5k | 114.05 |
| 2021-09-30 | $444k | 3.9k | 114.91 |
| 2021-06-30 | $478k | 4.1k | 115.26 |
| 2021-03-31 | $479k | 4.2k | 113.75 |
| 2020-12-31 | $422k | 3.6k | 118.08 |
| 2020-09-30 | $542k | 4.6k | 118.03 |
| 2020-06-30 | $564k | 4.8k | 118.21 |
| 2020-03-31 | $586k | 5.1k | 115.31 |
| 2019-12-31 | $644k | 5.7k | 112.37 |
| 2019-09-30 | $629k | 5.6k | 113.19 |
| 2019-06-30 | $595k | 5.3k | 111.26 |
| 2019-03-31 | $533k | 4.9k | 108.95 |
| 2018-12-31 | $513k | 4.8k | 106.63 |
| 2018-09-30 | $526k | 5.0k | 105.37 |
| 2018-06-30 | $578k | 5.4k | 106.37 |
| 2018-03-31 | $472k | 4.4k | 107.35 |
| 2017-12-31 | $297k | 2.7k | 109.03 |
| 2017-09-30 | $394k | 3.6k | 109.81 |
| 2017-06-30 | $263k | 2.4k | 109.86 |
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