iShares Lehman Aggregate Bond shares owned by Pacific Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pacific Wealth Management
from 13F filings
Historical chart of Pacific Wealth Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Pacific Wealth 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 Pacific Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $330k | 3.3k | 99.24 |
2023-12-31 | $330k | 3.3k | 99.24 |
2022-12-31 | $633k | 6.5k | 96.99 |
2021-09-30 | $18M | 158k | 114.83 |
2021-06-30 | $18M | 156k | 115.33 |
2021-03-31 | $18M | 155k | 113.83 |
2020-12-31 | $27M | 226k | 118.19 |
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