iShares Lehman Aggregate Bond shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 67k | 97.94 |
| 2023-12-31 | $5.7M | 57k | 99.25 |
| 2023-09-30 | $6.2M | 66k | 94.04 |
| 2023-06-30 | $5.2M | 53k | 97.95 |
| 2023-03-31 | $6.9M | 70k | 99.64 |
| 2022-12-31 | $7.7M | 80k | 96.99 |
| 2022-09-30 | $8.2M | 85k | 96.34 |
| 2022-06-30 | $8.3M | 81k | 101.69 |
| 2022-03-31 | $9.6M | 90k | 107.10 |
| 2021-12-31 | $10M | 89k | 114.09 |
| 2021-06-30 | $11M | 99k | 115.33 |
| 2021-03-31 | $11M | 98k | 113.83 |
| 2020-12-31 | $11M | 92k | 118.19 |
| 2020-09-30 | $14M | 122k | 118.06 |
| 2020-06-30 | $11M | 89k | 118.21 |
| 2019-12-31 | $9.2M | 82k | 112.36 |
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