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iShares Lehman Aggregate Bond shares owned by Waldron

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

Historical chart of Waldron investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 22k 99.24
2023-09-30 $3.5M 38k 94.02
2023-06-30 $4.6M 47k 97.93
2023-03-31 $4.9M 49k 99.63
2022-12-31 $772k 8.0k 96.26
2022-09-30 $772k 8.0k 96.26
2022-06-30 $2.5M 24k 101.67
2022-03-31 $1.9M 18k 107.06
2021-12-31 $5.1M 45k 114.06
2021-09-30 $327k 2.8k 114.86
2021-06-30 $362k 3.1k 115.14
2021-03-31 $686k 6.0k 113.80
2020-12-31 $2.1M 18k 118.19
2020-09-30 $270k 2.3k 117.85
2020-06-30 $287k 2.4k 118.20
2020-03-31 $324k 2.8k 115.22