iShares Lehman Aggregate Bond shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 20k | 97.94 |
| 2023-12-31 | $2.0M | 20k | 99.25 |
| 2023-09-30 | $1.9M | 20k | 94.04 |
| 2023-06-30 | $2.0M | 20k | 97.95 |
| 2023-03-31 | $1.9M | 19k | 99.64 |
| 2022-12-31 | $1.9M | 19k | 96.99 |
| 2022-09-30 | $2.0M | 21k | 96.35 |
| 2022-06-30 | $2.2M | 22k | 101.69 |
| 2022-03-31 | $2.3M | 22k | 106.98 |
| 2021-12-31 | $2.7M | 24k | 114.00 |
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