iShares Lehman Aggregate Bond shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 208k | 101.27 |
| 2024-06-30 | $20M | 205k | 97.07 |
| 2024-03-31 | $20M | 207k | 97.94 |
| 2023-12-31 | $20M | 198k | 99.25 |
| 2023-09-30 | $18M | 192k | 94.04 |
| 2023-06-30 | $19M | 189k | 97.95 |
| 2023-03-31 | $24M | 236k | 99.64 |
| 2022-12-31 | $22M | 228k | 96.99 |
| 2022-09-30 | $23M | 238k | 96.34 |
| 2022-06-30 | $24M | 234k | 101.68 |
| 2022-03-31 | $25M | 234k | 107.10 |
| 2021-12-31 | $27M | 234k | 114.08 |
| 2021-09-30 | $26M | 224k | 114.83 |
| 2021-06-30 | $23M | 202k | 115.33 |
| 2021-03-31 | $6.0M | 53k | 113.83 |
| 2020-12-31 | $4.7M | 40k | 118.18 |
| 2020-09-30 | $3.1M | 27k | 118.05 |
| 2020-06-30 | $2.5M | 22k | 118.19 |
| 2020-03-31 | $2.3M | 20k | 115.35 |
| 2019-12-31 | $2.0M | 18k | 112.37 |
| 2019-09-30 | $2.2M | 19k | 113.19 |
| 2019-06-30 | $2.1M | 19k | 111.33 |
| 2019-03-31 | $1.8M | 16k | 109.04 |
| 2018-12-31 | $1.3M | 12k | 106.49 |
| 2018-09-30 | $459k | 4.4k | 105.49 |
| 2018-06-30 | $656k | 6.2k | 106.27 |
| 2018-03-31 | $705k | 6.6k | 107.29 |
| 2017-12-31 | $771k | 7.1k | 109.30 |
| 2017-09-30 | $507k | 4.6k | 109.60 |
| 2017-06-30 | $450k | 4.1k | 109.54 |
| 2017-03-31 | $399k | 3.7k | 108.54 |
| 2016-12-31 | $238k | 2.2k | 108.08 |
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