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iShares Lehman Aggregate Bond shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 37k 99.25
2023-09-30 $2.6M 28k 94.04
2023-06-30 $2.7M 27k 97.95
2023-03-31 $2.6M 27k 99.64
2022-12-31 $3.0M 31k 96.99
2022-09-30 $3.1M 33k 96.35
2022-06-30 $3.3M 32k 101.69
2022-03-31 $3.8M 35k 107.10
2021-12-31 $4.7M 41k 114.08
2021-09-30 $4.8M 42k 114.83
2021-06-30 $4.0M 35k 115.33
2021-03-31 $5.5M 49k 113.83
2020-12-31 $4.4M 38k 118.19
2020-09-30 $4.8M 41k 118.05
2020-06-30 $5.7M 48k 118.22
2020-03-31 $6.7M 58k 115.27
2019-12-31 $5.6M 50k 112.46
2019-09-30 $4.8M 43k 113.16
2019-06-30 $4.5M 41k 111.36
2019-03-31 $3.5M 33k 109.08
2018-12-31 $1.3M 12k 106.50