iShares Lehman Aggregate Bond shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $989k | 9.9k | 99.81 |
| 2024-06-30 | $958k | 9.7k | 98.45 |
| 2024-03-31 | $866k | 9.1k | 95.11 |
| 2023-12-31 | $857k | 8.7k | 98.20 |
| 2023-09-30 | $1.0M | 11k | 93.71 |
| 2023-06-30 | $1.1M | 11k | 97.58 |
| 2023-03-31 | $1.1M | 11k | 98.89 |
| 2022-12-31 | $1.0M | 10k | 100.28 |
| 2022-09-30 | $848k | 8.8k | 96.66 |
| 2022-06-30 | $917k | 8.8k | 104.22 |
| 2022-03-31 | $894k | 8.7k | 103.02 |
| 2021-12-31 | $982k | 8.7k | 112.47 |
| 2021-09-30 | $985k | 8.6k | 114.57 |
| 2021-06-30 | $984k | 8.5k | 116.34 |
| 2021-03-31 | $1.0M | 9.1k | 113.85 |
| 2020-12-31 | $1.1M | 9.8k | 116.18 |
| 2020-09-30 | $876k | 7.5k | 117.24 |
| 2020-06-30 | $959k | 8.0k | 119.37 |
| 2020-03-31 | $2.8M | 24k | 117.13 |
| 2019-12-31 | $2.9M | 26k | 112.92 |
| 2019-09-30 | $2.9M | 26k | 112.98 |
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