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iShares Lehman Aggregate Bond shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial 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 William Howard & Co Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $936k 9.3k 100.25
2025-06-30 $927k 9.3k 99.20
2025-03-31 $936k 9.5k 98.92
2024-12-31 $916k 9.5k 96.81
2024-09-30 $1.2M 12k 101.35
2024-06-30 $1.2M 12k 96.99
2024-03-31 $1.2M 12k 97.91