Western Wealth Management »

iShares Lehman Aggregate Bond shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 15k 97.94
2023-12-31 $2.4M 24k 99.25
2023-09-30 $1.7M 18k 94.04
2023-06-30 $1.3M 14k 97.95
2023-03-31 $1.3M 13k 99.64
2022-12-31 $1.2M 12k 97.00
2022-09-30 $2.8M 29k 96.13
2022-06-30 $3.3M 32k 101.56
2022-03-31 $3.1M 29k 107.09
2021-12-31 $811k 7.1k 114.16
2021-06-30 $962k 8.3k 115.64
2021-03-31 $2.2M 19k 113.81
2020-12-31 $3.0M 25k 118.20
2020-09-30 $3.4M 29k 118.10
2020-06-30 $5.0M 42k 118.23
2020-03-31 $2.4M 21k 115.49
2019-12-31 $9.2M 82k 112.55
2019-09-30 $3.0M 26k 113.04
2019-06-30 $18M 167k 108.77
2019-03-31 $2.5M 23k 109.16
2018-12-31 $2.0M 19k 106.37