iShares Lehman Aggregate Bond shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by True Link Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $514k | 5.1k | 99.88 |
| 2025-03-31 | $3.0M | 30k | 98.92 |
| 2023-09-30 | $414k | 4.4k | 94.04 |
| 2023-06-30 | $431k | 4.4k | 97.95 |
| 2023-03-31 | $497k | 5.0k | 99.64 |
| 2022-12-31 | $496k | 5.1k | 96.99 |
| 2022-09-30 | $481k | 5.0k | 96.41 |
| 2022-06-30 | $507k | 5.0k | 101.62 |
| 2022-03-31 | $580k | 5.4k | 107.11 |
| 2021-12-31 | $2.7M | 24k | 114.07 |
| 2021-09-30 | $2.3M | 20k | 114.84 |
| 2021-06-30 | $528k | 4.6k | 115.44 |
| 2021-03-31 | $676k | 5.9k | 113.84 |
| 2020-12-31 | $2.2M | 18k | 118.19 |
More positions owned by True Link Financial Advisors
View all positions for True Link Financial Advisors
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond