iShares Lehman Aggregate Bond shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 20k | 97.94 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $1.4M | 14k | 97.95 |
| 2023-03-31 | $1.6M | 16k | 99.64 |
| 2022-12-31 | $2.0M | 21k | 96.99 |
| 2022-09-30 | $3.3M | 34k | 96.33 |
| 2022-06-30 | $7.6M | 75k | 101.68 |
| 2015-12-31 | $4.3M | 40k | 108.00 |
| 2013-12-31 | $210k | 2.0k | 106.60 |
| 2013-09-30 | $228k | 2.1k | 106.99 |
| 2013-06-30 | $648k | 6.0k | 107.21 |
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