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
Download as csv Download as ExcelQuarterly 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 |
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