iShares Lehman Aggregate Bond shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 23k | 100.25 |
| 2025-06-30 | $2.1M | 22k | 99.20 |
| 2025-03-31 | $2.7M | 27k | 98.92 |
| 2024-12-31 | $2.6M | 27k | 96.90 |
| 2024-09-30 | $2.9M | 29k | 101.27 |
| 2024-06-30 | $3.2M | 33k | 97.07 |
| 2024-03-31 | $2.8M | 28k | 97.94 |
| 2023-12-31 | $2.8M | 28k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 97.95 |
| 2023-03-31 | $1.8M | 18k | 99.64 |
| 2022-12-31 | $1.8M | 18k | 96.99 |
| 2022-09-30 | $1.7M | 18k | 96.35 |
| 2022-06-30 | $1.6M | 16k | 101.68 |
| 2022-03-31 | $1.7M | 16k | 107.07 |
| 2021-12-31 | $1.9M | 17k | 114.10 |
| 2021-09-30 | $1.9M | 16k | 114.82 |
| 2021-06-30 | $1.5M | 13k | 115.33 |
| 2021-03-31 | $1.4M | 12k | 113.82 |
| 2020-12-31 | $1.3M | 11k | 118.17 |
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