iShares Lehman Aggregate Bond shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24k | 241 | 97.99 |
| 2023-12-31 | $138k | 1.4k | 99.23 |
| 2023-09-30 | $133k | 1.4k | 94.04 |
| 2023-06-30 | $139k | 1.4k | 97.96 |
| 2023-03-31 | $141k | 1.4k | 99.67 |
| 2022-12-31 | $137k | 1.4k | 97.01 |
| 2022-06-30 | $201k | 2.0k | 101.62 |
| 2022-03-31 | $212k | 2.0k | 107.23 |
| 2021-12-31 | $92k | 808 | 113.86 |
| 2021-06-30 | $4.0k | 38 | 105.26 |
| 2021-03-31 | $4.0k | 38 | 105.26 |
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