Schneider Downs Wealth Management Advisors »

iShares Lehman Aggregate Bond shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $394k 4.0k 97.93
2023-12-31 $426k 4.3k 99.25
2023-03-31 $586k 5.9k 99.65
2022-12-31 $553k 5.7k 96.99
2022-09-30 $426k 4.4k 96.34
2019-06-30 $520k 4.7k 111.37
2019-03-31 $663k 6.1k 109.03
2018-12-31 $682k 6.4k 106.48
2018-09-30 $675k 6.4k 105.49
2018-06-30 $574k 5.4k 106.24
2018-03-31 $603k 5.6k 107.24
2017-12-31 $746k 6.8k 109.40
2017-09-30 $754k 6.9k 109.62
2017-06-30 $622k 5.7k 109.43
2017-03-31 $600k 5.5k 108.56
2016-12-31 $580k 5.4k 108.07
2016-09-30 $424k 3.8k 112.32
2016-06-30 $462k 4.1k 112.68
2016-03-31 $404k 3.6k 110.93
2015-12-31 $385k 3.6k 107.93