iShares Lehman Aggregate Bond shares owned by Proficio Capital Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Proficio Capital Partners
from 13F filings
Historical chart of Proficio Capital Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Proficio Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 56k | 97.94 |
| 2023-06-30 | $208k | 2.1k | 97.95 |
| 2023-03-31 | $200M | 28k | 7132.41 |
| 2022-12-31 | $366k | 3.8k | 96.99 |
| 2022-09-30 | $664k | 6.9k | 96.34 |
| 2022-06-30 | $1.5M | 14k | 101.71 |
| 2022-03-31 | $12M | 115k | 107.10 |
| 2021-12-31 | $16M | 142k | 114.08 |
| 2021-09-30 | $1.0M | 9.1k | 114.85 |
| 2020-12-31 | $892k | 7.5k | 118.26 |
| 2020-09-30 | $1.1M | 8.9k | 118.02 |
| 2020-06-30 | $6.1M | 52k | 118.21 |
| 2020-03-31 | $11M | 97k | 116.71 |
| 2019-12-31 | $3.6M | 32k | 112.37 |
| 2019-09-30 | $2.4M | 21k | 113.19 |
| 2019-06-30 | $2.0k | 20 | 100.00 |
| 2019-03-31 | $2.0k | 20 | 100.00 |
| 2018-12-31 | $2.0k | 20 | 100.00 |
| 2018-09-30 | $2.0k | 20 | 100.00 |
| 2018-06-30 | $36k | 337 | 106.82 |
| 2018-03-31 | $70k | 650 | 107.69 |
| 2017-12-31 | $71k | 650 | 109.23 |
| 2017-09-30 | $261k | 2.4k | 109.39 |
| 2017-06-30 | $258k | 2.4k | 109.79 |
| 2017-03-31 | $257k | 2.4k | 109.36 |
| 2016-12-31 | $240k | 2.2k | 107.87 |
| 2016-09-30 | $287k | 2.6k | 112.33 |
| 2016-06-30 | $292k | 2.6k | 112.83 |
| 2016-03-31 | $90k | 810 | 111.11 |
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