iShares Lehman Aggregate Bond shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $66M | 661k | 99.25 |
| 2023-09-30 | $107M | 1.1M | 94.04 |
| 2023-06-30 | $164M | 1.7M | 97.95 |
| 2023-03-31 | $175M | 1.8M | 99.64 |
| 2022-12-31 | $174M | 1.8M | 96.99 |
| 2022-09-30 | $200M | 2.1M | 96.34 |
| 2022-06-30 | $1.1B | 11M | 101.68 |
| 2022-03-31 | $1.1B | 11M | 107.10 |
| 2021-12-31 | $1.1B | 9.7M | 114.08 |
| 2021-09-30 | $990M | 8.6M | 114.83 |
| 2021-06-30 | $878M | 7.6M | 115.33 |
| 2021-03-31 | $689M | 6.1M | 113.83 |
| 2020-12-31 | $567M | 4.8M | 118.19 |
| 2020-09-30 | $429M | 3.6M | 118.06 |
| 2020-06-30 | $242M | 2.1M | 118.21 |
| 2020-03-31 | $242M | 2.1M | 115.08 |
| 2019-12-31 | $75M | 671k | 112.37 |
| 2019-09-30 | $71M | 628k | 113.17 |
| 2019-06-30 | $95M | 852k | 111.35 |
| 2019-03-31 | $43M | 390k | 109.07 |
| 2018-12-31 | $47M | 443k | 106.49 |
| 2018-09-30 | $38M | 364k | 105.52 |
| 2018-06-30 | $31M | 293k | 106.32 |
| 2018-03-31 | $33M | 305k | 107.25 |
| 2017-12-31 | $44M | 400k | 109.33 |
| 2017-09-30 | $41M | 373k | 109.59 |
| 2017-06-30 | $38M | 348k | 109.51 |
| 2017-03-31 | $43M | 400k | 108.49 |
| 2016-12-31 | $44M | 407k | 108.06 |
| 2016-09-30 | $75M | 668k | 112.42 |
| 2016-06-30 | $170M | 1.5M | 113.00 |
| 2016-03-31 | $134M | 1.2M | 110.85 |
| 2015-12-31 | $113M | 1.0M | 108.01 |
| 2015-09-30 | $101M | 923k | 109.58 |
| 2015-06-30 | $84M | 772k | 108.78 |
| 2015-03-31 | $64M | 573k | 110.86 |
| 2014-12-31 | $57M | 520k | 110.12 |
| 2014-09-30 | $43M | 396k | 109.11 |
| 2014-06-30 | $38M | 347k | 109.40 |
| 2014-03-31 | $30M | 279k | 107.91 |
| 2013-12-31 | $26M | 248k | 106.43 |
| 2013-09-30 | $22M | 204k | 107.20 |
| 2013-06-30 | $21M | 192k | 107.21 |
| 2013-03-31 | $29M | 257k | 110.73 |
| 2012-12-31 | $23M | 210k | 111.08 |
| 2012-09-30 | $28M | 251k | 112.45 |
| 2012-06-30 | $27M | 238k | 111.30 |
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