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iShares Lehman Aggregate Bond shares owned by Brookmont Capital Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Brookmont Capital Management from 13F filings

Historical chart of Brookmont Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Brookmont Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Brookmont Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $370k 3.8k 97.94
2023-12-31 $397k 4.0k 99.25
2023-09-30 $422k 4.5k 94.04
2023-06-30 $434k 4.4k 97.96
2023-03-31 $450k 4.5k 99.63
2022-12-31 $443k 4.6k 96.99
2022-09-30 $461k 4.8k 96.36
2022-06-30 $486k 4.8k 101.61
2022-03-31 $633k 5.9k 107.03
2021-12-31 $676k 5.9k 114.13
2021-09-30 $574k 5.0k 114.87
2021-06-30 $576k 5.0k 115.29
2021-03-31 $524k 4.6k 113.79
2020-12-31 $565k 4.8k 118.13
2020-09-30 $564k 4.8k 117.97
2020-06-30 $577k 4.9k 118.29
2020-03-31 $563k 4.9k 115.44
2019-12-31 $548k 4.9k 112.36
2019-09-30 $554k 4.9k 113.08
2019-06-30 $538k 4.8k 111.36
2019-03-31 $526k 4.8k 109.04
2018-12-31 $516k 4.8k 106.48
2018-09-30 $514k 4.9k 105.46
2018-06-30 $518k 4.9k 106.28
2018-03-31 $523k 4.9k 107.30
2017-12-31 $533k 4.9k 109.36
2017-09-30 $550k 5.0k 109.58
2017-06-30 $552k 5.0k 109.59
2017-03-31 $546k 5.0k 108.40
2016-12-31 $534k 4.9k 108.05
2016-09-30 $542k 4.8k 112.52
2016-06-30 $596k 5.3k 112.69
2016-03-31 $575k 5.2k 110.83
2015-12-31 $558k 5.2k 108.03
2015-09-30 $534k 4.9k 109.54
2015-03-31 $567k 5.1k 111.44
2014-12-31 $333k 3.0k 109.97
2014-09-30 $534k 4.9k 109.16
2014-06-30 $531k 4.9k 109.39
2014-03-31 $519k 4.8k 108.01
2013-12-31 $516k 4.9k 106.39
2013-09-30 $446k 4.2k 107.21
2013-06-30 $422k 3.9k 107.19
2013-03-31 $415k 3.7k 110.76
2012-12-31 $403k 3.6k 111.20
2012-09-30 $408k 3.6k 112.58
2012-06-30 $403k 3.6k 111.20
2012-03-31 $398k 3.6k 109.82
2011-12-31 $315k 2.9k 110.41
2011-09-30 $410k 3.7k 110.16
2011-06-30 $378k 3.6k 106.48
2011-03-31 $337k 3.2k 105.02
2010-12-30 $350k 3.3k 105.71