iShares Lehman Aggregate Bond shares owned by CONCERT Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by CONCERT Wealth Management
from 13F filings
Historical chart of CONCERT Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by CONCERT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $1.4M | 12k | 109.75 |
| 2017-06-30 | $2.5M | 23k | 109.74 |
| 2017-03-31 | $3.1M | 29k | 107.98 |
| 2016-12-31 | $5.0M | 47k | 107.34 |
| 2016-09-30 | $6.4M | 57k | 112.69 |
| 2016-06-30 | $3.5M | 31k | 112.85 |
| 2016-03-31 | $2.6M | 23k | 110.48 |
| 2015-12-31 | $2.0M | 18k | 108.22 |
| 2015-09-30 | $1.9M | 17k | 109.91 |
| 2015-06-30 | $2.1M | 19k | 108.70 |
| 2015-03-31 | $861k | 11k | 76.81 |
| 2014-12-31 | $758k | 6.9k | 110.27 |
| 2014-09-30 | $491k | 4.5k | 108.92 |
| 2014-06-30 | $506k | 4.9k | 104.31 |
| 2014-03-31 | $296k | 2.7k | 108.86 |
| 2013-12-31 | $346k | 3.2k | 106.49 |
| 2013-09-30 | $384k | 3.6k | 107.29 |
| 2013-06-30 | $528k | 4.9k | 106.97 |
| 2012-09-30 | $1.7M | 15k | 112.49 |
| 2012-06-30 | $1.7M | 15k | 111.18 |
| 2012-03-31 | $1.6M | 15k | 109.71 |
| 2011-09-30 | $1.4M | 12k | 110.20 |
| 2011-06-30 | $1.2M | 12k | 106.72 |
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