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iShares Lehman Aggregate Bond shares owned by XML Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by XML Financial from 13F filings

Historical chart of XML Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by XML Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by XML Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 40k 101.27
2024-06-30 $3.6M 37k 97.07
2024-03-31 $3.7M 37k 97.94
2023-09-30 $3.1M 33k 94.04
2023-06-30 $3.6M 37k 97.95
2023-03-31 $16M 159k 99.64
2022-12-31 $15M 159k 96.99
2022-09-30 $13M 137k 96.34
2022-06-30 $1.5M 15k 101.69
2022-03-31 $1.5M 14k 107.12
2021-12-31 $2.0M 17k 114.09
2021-09-30 $1.8M 16k 114.80
2021-06-30 $1.7M 15k 115.34
2021-03-31 $1.4M 12k 113.79
2020-12-31 $1.4M 12k 118.20
2020-09-30 $1.1M 9.4k 117.96
2020-06-30 $700k 5.9k 118.12
2020-03-31 $614k 5.3k 115.61
2019-12-31 $662k 5.9k 112.28