iShares Lehman Aggregate Bond shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 47k | 99.25 |
| 2023-09-30 | $4.4M | 47k | 94.04 |
| 2023-06-30 | $4.7M | 48k | 97.95 |
| 2023-03-31 | $4.7M | 48k | 99.64 |
| 2022-12-31 | $4.4M | 46k | 96.99 |
| 2022-09-30 | $4.0M | 41k | 96.34 |
| 2022-06-30 | $897k | 8.8k | 101.74 |
| 2022-03-31 | $596k | 5.6k | 107.02 |
| 2021-12-31 | $5.3M | 47k | 114.07 |
| 2021-09-30 | $5.4M | 47k | 114.84 |
| 2021-06-30 | $5.5M | 48k | 115.33 |
| 2020-12-31 | $912k | 7.7k | 118.20 |
| 2020-09-30 | $866k | 7.3k | 118.03 |
| 2020-06-30 | $1.0M | 8.7k | 118.24 |
| 2020-03-31 | $204k | 1.8k | 115.19 |
| 2019-12-31 | $2.6M | 23k | 112.36 |
| 2019-09-30 | $2.6M | 23k | 113.19 |
| 2019-06-30 | $2.4M | 22k | 111.36 |
| 2018-12-31 | $2.3M | 22k | 106.50 |
| 2018-09-30 | $1.8M | 17k | 105.53 |
| 2018-06-30 | $3.5M | 33k | 106.32 |
| 2018-03-31 | $3.2M | 30k | 107.24 |
| 2017-12-31 | $4.0M | 37k | 109.33 |
| 2017-09-30 | $4.1M | 37k | 109.57 |
| 2017-06-30 | $15M | 135k | 108.88 |
| 2017-03-31 | $37M | 345k | 108.49 |
| 2016-12-31 | $36M | 336k | 108.06 |
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