iShares Lehman Aggregate Bond shares owned by McElhenny Sheffield Capital Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by McElhenny Sheffield Capital Management
from 13F filings
Historical chart of McElhenny Sheffield Capital Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by McElhenny Sheffield Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by McElhenny Sheffield Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $521k | 5.3k | 97.94 |
2023-12-31 | $507k | 5.1k | 99.25 |
2023-09-30 | $381k | 4.1k | 94.04 |
2023-06-30 | $314k | 3.2k | 97.95 |
2022-12-31 | $174k | 1.8k | 96.96 |
2022-09-30 | $213k | 2.2k | 96.29 |
2022-06-30 | $284k | 2.8k | 101.83 |
2022-03-31 | $343k | 3.2k | 107.05 |
2021-12-31 | $300k | 2.6k | 113.94 |
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