iShares Lehman Aggregate Bond shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-12-31 | $7.3M | 74k | 99.25 |
| 2023-09-30 | $1.4M | 15k | 94.04 |
| 2023-06-30 | $2.1M | 22k | 97.95 |
| 2023-03-31 | $2.2M | 23k | 99.63 |
| 2022-12-31 | $2.8M | 29k | 97.00 |
| 2022-09-30 | $2.1M | 22k | 96.35 |
| 2022-06-30 | $1.2M | 12k | 101.64 |
| 2022-03-31 | $1.3M | 12k | 107.10 |
| 2021-12-31 | $1.2M | 11k | 114.09 |
| 2021-09-30 | $1.9M | 16k | 114.80 |
| 2021-06-30 | $2.0M | 18k | 115.33 |
| 2021-03-31 | $1.1M | 9.6k | 113.87 |
| 2020-12-31 | $1.0M | 8.6k | 118.15 |
| 2020-09-30 | $904k | 7.7k | 118.02 |
| 2020-06-30 | $757k | 6.4k | 118.23 |
| 2020-03-31 | $385k | 3.3k | 115.51 |
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