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iShares Lehman Aggregate Bond shares owned by Warner Financial

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

Historical chart of Warner Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Warner Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $678k 6.9k 98.01
2023-12-31 $689k 6.9k 99.22
2023-09-30 $878k 9.3k 94.03
2023-06-30 $903k 9.2k 97.98
2023-03-31 $918k 9.2k 99.61
2022-12-31 $894k 9.2k 97.01
2022-09-30 $1.2M 13k 96.36
2022-06-30 $1.4M 14k 101.65
2022-03-31 $1.5M 14k 107.07
2021-12-31 $2.3M 20k 114.07