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iShares Lehman Aggregate Bond shares owned by Strategic Financial Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategic Financial Partners from 13F filings

Historical chart of Strategic Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Strategic Financial 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 Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 107k 101.27
2024-06-30 $9.1M 94k 97.07
2024-03-31 $9.9M 101k 97.94
2023-12-31 $9.3M 94k 99.25
2023-09-30 $8.4M 89k 94.04
2023-06-30 $9.2M 94k 97.95
2023-03-31 $11M 107k 99.64
2022-12-31 $14M 140k 96.99
2022-09-30 $10M 107k 96.34
2022-06-30 $17M 171k 101.68
2022-03-31 $4.9M 46k 107.09
2021-12-31 $5.1M 44k 114.08
2021-09-30 $2.8M 25k 114.83
2021-06-30 $3.1M 27k 115.33
2021-03-31 $3.0M 27k 113.83
2020-12-31 $3.8M 32k 118.18
2020-09-30 $7.0M 59k 118.07
2020-06-30 $5.4M 46k 118.20
2020-03-31 $8.2M 71k 115.36
2019-12-31 $3.8M 34k 112.36