iShares Lehman Aggregate Bond shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 58k | 101.27 |
| 2024-06-30 | $5.7M | 58k | 97.07 |
| 2024-03-31 | $4.5M | 46k | 97.94 |
| 2023-12-31 | $3.9M | 39k | 99.25 |
| 2023-09-30 | $1.2M | 13k | 94.04 |
| 2023-06-30 | $1.2M | 12k | 97.95 |
| 2023-03-31 | $1.9M | 19k | 99.64 |
| 2022-12-31 | $1.8M | 19k | 96.99 |
| 2022-09-30 | $1.7M | 18k | 96.34 |
| 2022-06-30 | $558k | 5.5k | 101.58 |
| 2022-03-31 | $614k | 5.7k | 107.01 |
| 2021-12-31 | $653k | 5.7k | 114.04 |
| 2021-09-30 | $688k | 6.0k | 114.76 |
| 2021-06-30 | $491k | 4.3k | 115.37 |
| 2021-03-31 | $29M | 255k | 113.83 |
| 2020-12-31 | $30M | 255k | 118.19 |
| 2020-09-30 | $398k | 3.4k | 118.00 |
| 2020-06-30 | $819k | 6.9k | 118.16 |
| 2020-03-31 | $823k | 7.0k | 117.17 |
| 2019-12-31 | $878k | 7.8k | 112.42 |
| 2019-09-30 | $740k | 6.5k | 113.13 |
| 2019-06-30 | $644k | 5.8k | 111.36 |
| 2019-03-31 | $430k | 3.9k | 108.97 |
| 2018-12-31 | $458k | 4.3k | 106.59 |
| 2018-09-30 | $208k | 2.0k | 104.68 |
| 2018-06-30 | $295k | 2.8k | 106.42 |
| 2018-03-31 | $185k | 1.7k | 107.00 |
| 2017-12-31 | $271k | 2.5k | 109.49 |
| 2017-09-30 | $221k | 2.0k | 109.35 |
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