iShares Lehman Aggregate Bond shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 23k | 97.94 |
| 2023-09-30 | $2.5M | 27k | 94.04 |
| 2023-06-30 | $2.6M | 27k | 97.95 |
| 2023-03-31 | $896k | 9.0k | 99.64 |
| 2022-12-31 | $812k | 8.4k | 96.99 |
| 2022-09-30 | $1.1M | 11k | 96.37 |
| 2022-06-30 | $1.1M | 11k | 101.66 |
| 2022-03-31 | $1.6M | 15k | 107.07 |
| 2021-12-31 | $1.8M | 16k | 114.10 |
| 2021-09-30 | $2.7M | 24k | 114.82 |
| 2021-06-30 | $2.7M | 24k | 115.31 |
| 2021-03-31 | $2.8M | 24k | 113.82 |
| 2020-12-31 | $4.2M | 36k | 118.18 |
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