iShares Lehman Aggregate Bond shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $1.6M | 14k | 115.39 |
| 2019-12-31 | $1.7M | 15k | 112.37 |
| 2019-09-30 | $1.6M | 14k | 113.18 |
| 2019-06-30 | $1.4M | 13k | 111.35 |
| 2019-03-31 | $1.4M | 13k | 109.06 |
| 2018-12-31 | $1.4M | 13k | 106.47 |
| 2018-09-30 | $1.3M | 12k | 105.54 |
| 2018-06-30 | $1.3M | 12k | 106.31 |
| 2018-03-31 | $1.0M | 9.7k | 107.24 |
| 2017-12-31 | $779k | 7.1k | 109.30 |
| 2017-09-30 | $746k | 6.8k | 109.56 |
| 2017-06-30 | $576k | 5.3k | 109.46 |
| 2017-03-31 | $536k | 4.9k | 108.46 |
| 2015-03-31 | $582k | 4.1k | 142.33 |
| 2014-12-31 | $820k | 7.4k | 110.10 |
| 2014-09-30 | $777k | 7.1k | 108.99 |
| 2014-06-30 | $781k | 7.2k | 108.11 |
| 2014-03-31 | $790k | 7.3k | 107.91 |
| 2013-12-31 | $748k | 7.0k | 106.34 |
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