iShares Lehman Aggregate Bond shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth 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 U.S. Capital Wealth 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 U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 30k | 100.25 |
| 2025-06-30 | $730k | 7.4k | 99.20 |
| 2025-03-31 | $693k | 7.0k | 98.92 |
| 2024-12-31 | $839k | 8.7k | 96.90 |
| 2024-09-30 | $724k | 7.2k | 101.27 |
| 2024-06-30 | $694k | 7.2k | 97.07 |
| 2024-03-31 | $718k | 7.3k | 97.94 |
| 2023-12-31 | $791k | 8.0k | 99.25 |
| 2023-09-30 | $657k | 7.0k | 94.04 |
| 2023-06-30 | $711k | 7.3k | 97.95 |
| 2023-03-31 | $1.3M | 13k | 99.64 |
| 2022-12-31 | $3.0M | 31k | 96.99 |
| 2022-09-30 | $2.6M | 27k | 96.35 |
| 2022-06-30 | $2.8M | 27k | 101.68 |
| 2022-03-31 | $2.2M | 20k | 107.11 |
| 2021-12-31 | $15M | 132k | 114.08 |
| 2021-09-30 | $16M | 142k | 114.83 |
More positions owned by U.S. Capital Wealth Advisors
View all positions for U.S. Capital Wealth Advisors
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond