iShares Lehman Aggregate Bond shares owned by Private Ocean
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 13k | 97.94 |
| 2023-12-31 | $980k | 9.9k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $3.2M | 33k | 97.95 |
| 2023-03-31 | $3.1M | 31k | 99.64 |
| 2022-12-31 | $3.2M | 33k | 96.99 |
| 2022-09-30 | $2.2M | 23k | 96.31 |
| 2022-06-30 | $2.9M | 29k | 101.66 |
| 2022-03-31 | $548k | 5.1k | 107.16 |
| 2021-12-31 | $182k | 1.6k | 114.11 |
| 2021-09-30 | $193k | 1.7k | 115.02 |
| 2021-06-30 | $184k | 1.6k | 115.36 |
| 2020-09-30 | $44k | 370 | 118.92 |
| 2018-12-31 | $67k | 626 | 107.03 |
| 2018-09-30 | $216k | 2.0k | 105.52 |
| 2018-06-30 | $201k | 1.9k | 106.12 |
| 2018-03-31 | $1.2M | 12k | 107.21 |
| 2017-12-31 | $1.0M | 9.4k | 109.34 |
| 2017-09-30 | $1.0M | 9.4k | 109.56 |
| 2017-06-30 | $1.0M | 9.3k | 109.52 |
| 2017-03-31 | $987k | 9.1k | 108.47 |
| 2016-12-31 | $1.1M | 9.8k | 108.04 |
| 2016-09-30 | $999k | 8.9k | 112.44 |
| 2016-06-30 | $800k | 7.1k | 112.63 |
| 2016-03-31 | $783k | 7.1k | 110.88 |
| 2015-12-31 | $856k | 7.9k | 107.96 |
| 2015-09-30 | $809k | 6.5k | 124.14 |
| 2015-06-30 | $709k | 6.5k | 108.79 |
| 2015-03-31 | $687k | 6.2k | 111.47 |
| 2014-12-31 | $763k | 6.9k | 110.05 |
| 2014-09-30 | $730k | 6.7k | 109.17 |
| 2014-06-30 | $622k | 5.7k | 109.45 |
| 2014-03-31 | $599k | 5.6k | 107.85 |
| 2013-12-31 | $576k | 5.4k | 106.51 |
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