iShares Lehman Aggregate Bond shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $188k | 1.9k | 98.93 |
| 2024-12-31 | $68k | 705 | 96.86 |
| 2024-09-30 | $30k | 296 | 101.32 |
| 2024-06-30 | $29k | 299 | 96.99 |
| 2024-03-31 | $32k | 323 | 98.07 |
| 2023-12-31 | $32k | 323 | 99.31 |
| 2023-09-30 | $114k | 1.2k | 94.04 |
| 2023-06-30 | $106k | 1.1k | 97.91 |
| 2023-03-31 | $110k | 1.1k | 99.66 |
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