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iShares Lehman Aggregate Bond shares owned by Helen Stephens Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.1k 97.92
2023-09-30 $201k 2.1k 94.05
2023-06-30 $218k 2.2k 97.94
2023-03-31 $225k 2.3k 99.63
2021-12-31 $209k 1.8k 113.96