iShares Lehman Aggregate Bond shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $810k | 8.6k | 94.04 |
2023-06-30 | $538k | 5.5k | 97.95 |
2023-03-31 | $540k | 5.4k | 99.64 |
2022-12-31 | $668k | 6.9k | 96.99 |
2022-09-30 | $642k | 6.7k | 96.28 |
2022-06-30 | $709k | 7.0k | 101.72 |
2022-03-31 | $462k | 4.3k | 107.04 |
2021-12-31 | $635k | 5.6k | 114.04 |
2021-09-30 | $705k | 6.1k | 114.80 |
2021-06-30 | $708k | 6.1k | 115.29 |
2021-03-31 | $4.0k | 34 | 117.65 |
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