iShares Lehman Aggregate Bond shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $22M | 225k | 97.95 |
| 2023-03-31 | $21M | 211k | 99.64 |
| 2022-12-31 | $21M | 213k | 96.99 |
| 2022-09-30 | $22M | 228k | 96.34 |
| 2022-06-30 | $27M | 261k | 101.68 |
| 2022-03-31 | $29M | 268k | 107.10 |
| 2021-12-31 | $28M | 243k | 114.08 |
| 2021-09-30 | $25M | 221k | 114.83 |
| 2021-06-30 | $31M | 265k | 115.33 |
| 2021-03-31 | $29M | 253k | 113.83 |
| 2020-12-31 | $27M | 228k | 118.19 |
| 2020-09-30 | $25M | 209k | 118.06 |
| 2020-06-30 | $19M | 160k | 118.21 |
| 2020-03-31 | $2.6M | 22k | 115.36 |
| 2019-12-31 | $3.4M | 30k | 112.38 |
| 2019-09-30 | $3.2M | 29k | 113.17 |
| 2019-06-30 | $2.8M | 25k | 111.37 |
| 2019-03-31 | $3.0M | 28k | 109.08 |
| 2018-12-31 | $2.7M | 26k | 106.49 |
| 2018-09-30 | $2.9M | 28k | 105.53 |
| 2018-06-30 | $2.1M | 20k | 106.34 |
| 2018-03-31 | $1.8M | 17k | 107.22 |
| 2017-12-31 | $910k | 8.3k | 109.27 |
| 2017-09-30 | $894k | 8.2k | 109.63 |
| 2017-06-30 | $787k | 7.2k | 109.47 |
| 2017-03-31 | $365k | 3.4k | 108.37 |
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