iShares Lehman Aggregate Bond shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 12k | 97.94 |
| 2023-12-31 | $1.5M | 16k | 99.25 |
| 2023-09-30 | $1.2M | 13k | 94.04 |
| 2023-06-30 | $568k | 5.8k | 97.95 |
| 2023-03-31 | $1.0M | 10k | 99.64 |
| 2022-12-31 | $825k | 8.5k | 96.99 |
| 2022-09-30 | $781k | 8.2k | 94.87 |
| 2022-06-30 | $748k | 7.4k | 101.67 |
| 2022-03-31 | $636k | 5.9k | 107.05 |
| 2021-12-31 | $515k | 4.5k | 113.99 |
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