iShares Lehman Aggregate Bond shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $607k | 6.1k | 99.25 |
| 2023-09-30 | $773k | 8.2k | 94.05 |
| 2023-06-30 | $631k | 6.4k | 97.96 |
| 2023-03-31 | $0 | 7.0k | 0.00 |
| 2022-12-31 | $804k | 8.2k | 98.37 |
| 2022-03-31 | $968k | 9.4k | 102.88 |
| 2021-12-31 | $1.0M | 9.0k | 111.80 |
| 2021-09-30 | $1.3M | 11k | 114.46 |
| 2021-06-30 | $1.0M | 8.9k | 115.54 |
| 2021-03-31 | $1.0M | 8.7k | 114.48 |
| 2020-12-31 | $1.1M | 9.4k | 116.89 |
| 2020-09-30 | $1.1M | 9.1k | 117.66 |
| 2020-06-30 | $1.2M | 10k | 118.34 |
| 2020-03-31 | $1.4M | 12k | 116.99 |
| 2019-12-31 | $1.6M | 14k | 114.10 |
| 2019-09-30 | $1.5M | 13k | 112.14 |
| 2019-06-30 | $1.5M | 14k | 112.92 |
| 2019-03-31 | $977k | 9.0k | 109.16 |
| 2018-12-31 | $901k | 8.4k | 107.35 |
| 2018-09-30 | $799k | 7.6k | 104.64 |
| 2018-06-30 | $813k | 7.6k | 106.25 |
| 2018-03-31 | $703k | 6.6k | 107.33 |
| 2017-12-31 | $700k | 6.4k | 109.44 |
| 2017-09-30 | $808k | 7.4k | 109.58 |
| 2016-09-30 | $541k | 4.8k | 111.71 |
| 2016-06-30 | $1.1k | 9.4k | 0.11 |
| 2015-12-31 | $110k | 1.0k | 108.01 |
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