iShares Lehman Aggregate Bond shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $288k | 2.9k | 99.31 |
| 2023-09-30 | $367k | 3.9k | 94.10 |
| 2023-06-30 | $386k | 3.9k | 97.85 |
| 2023-03-31 | $492k | 4.9k | 99.62 |
| 2022-12-31 | $497k | 5.1k | 97.05 |
| 2022-09-30 | $698k | 7.2k | 96.41 |
| 2022-06-30 | $959k | 9.4k | 101.65 |
| 2022-03-31 | $1.2M | 11k | 107.11 |
| 2021-12-31 | $1.3M | 11k | 114.08 |
| 2021-09-30 | $1.5M | 13k | 114.80 |
| 2021-06-30 | $1.5M | 13k | 115.35 |
| 2021-03-31 | $1.5M | 13k | 113.85 |
| 2020-12-31 | $1.6M | 14k | 118.18 |
| 2020-09-30 | $1.7M | 14k | 118.04 |
| 2020-06-30 | $1.7M | 14k | 118.24 |
| 2020-03-31 | $1.6M | 14k | 115.36 |
| 2019-12-31 | $1.6M | 14k | 112.38 |
| 2019-09-30 | $2.0M | 18k | 113.17 |
| 2019-06-30 | $3.4M | 30k | 111.33 |
| 2019-03-31 | $4.9M | 45k | 109.08 |
| 2018-12-31 | $6.5M | 62k | 106.48 |
| 2018-09-30 | $11M | 101k | 105.52 |
| 2018-06-30 | $11M | 103k | 106.32 |
| 2018-03-31 | $11M | 104k | 107.25 |
| 2017-12-31 | $12M | 110k | 109.33 |
| 2017-09-30 | $12M | 111k | 109.59 |
| 2017-06-30 | $12M | 108k | 109.51 |
| 2017-03-31 | $11M | 102k | 108.49 |
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