iShares Lehman Aggregate Bond shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $693k | 7.1k | 97.94 |
| 2023-12-31 | $568k | 5.7k | 99.25 |
| 2023-09-30 | $539k | 5.7k | 94.04 |
| 2023-06-30 | $552k | 5.6k | 97.95 |
| 2023-03-31 | $560k | 5.6k | 99.64 |
| 2022-12-31 | $544k | 5.6k | 96.99 |
| 2022-09-30 | $536k | 5.6k | 96.18 |
| 2022-06-30 | $695k | 6.8k | 101.70 |
| 2022-03-31 | $785k | 7.3k | 107.05 |
| 2021-12-31 | $914k | 8.0k | 114.12 |
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