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iShares Lehman Aggregate Bond shares owned by Peterson Wealth Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Peterson Wealth Services from 13F filings

Historical chart of Peterson Wealth Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Peterson Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $433k 4.4k 97.93
2023-12-31 $494k 5.0k 99.25
2023-06-30 $495k 5.0k 97.94
2023-03-31 $811k 8.1k 99.64
2022-12-31 $759k 7.8k 96.99
2022-09-30 $218k 2.3k 96.55
2022-06-30 $239k 2.4k 101.70