iShares Lehman Aggregate Bond shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $4.9M | 51k | 96.33 |
| 2022-06-30 | $5.9M | 58k | 101.63 |
| 2022-03-31 | $12M | 116k | 106.32 |
| 2021-12-31 | $7.8M | 69k | 113.36 |
| 2021-09-30 | $7.7M | 67k | 114.85 |
| 2021-06-30 | $6.6M | 57k | 115.19 |
| 2021-03-31 | $4.0M | 36k | 113.68 |
| 2020-12-31 | $4.7M | 39k | 118.19 |
| 2020-09-30 | $2.0M | 17k | 117.90 |
| 2020-06-30 | $2.1M | 17k | 118.06 |
| 2020-03-31 | $3.1M | 27k | 115.10 |
| 2019-12-31 | $2.9M | 26k | 112.53 |
| 2019-09-30 | $3.1M | 27k | 113.14 |
| 2019-06-30 | $2.7M | 25k | 111.21 |
| 2019-03-31 | $2.0M | 18k | 108.70 |
| 2018-12-31 | $2.5M | 24k | 106.50 |
| 2018-09-30 | $2.2M | 21k | 104.94 |
| 2018-06-30 | $1.1M | 11k | 106.27 |
| 2018-03-31 | $1.9M | 17k | 107.20 |
| 2017-12-31 | $1.4M | 13k | 109.60 |
| 2017-09-30 | $1.4M | 13k | 109.60 |
| 2017-06-30 | $4.3M | 39k | 109.51 |
| 2016-12-31 | $6.8M | 63k | 108.05 |
| 2016-09-30 | $6.4M | 57k | 112.42 |
| 2016-06-30 | $5.3M | 47k | 112.62 |
| 2016-03-31 | $3.4M | 30k | 110.41 |
| 2015-09-30 | $2.0M | 18k | 109.58 |
| 2014-12-31 | $382k | 3.5k | 110.12 |
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