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iShares Lehman Aggregate Bond shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Symphony Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 23k 98.36
2023-06-30 $570k 5.8k 97.72
2023-03-31 $253k 2.5k 99.16
2022-12-31 $441k 4.5k 98.10
2021-06-30 $292k 2.5k 115.51
2021-03-31 $299k 2.6k 114.34
2020-12-31 $640k 5.4k 118.10
2020-09-30 $640k 5.4k 118.15
2020-06-30 $618k 5.2k 118.21