iShares Lehman Aggregate Bond shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 153k | 99.25 |
| 2023-09-30 | $14M | 147k | 94.04 |
| 2023-06-30 | $15M | 149k | 97.95 |
| 2023-03-31 | $13M | 132k | 99.64 |
| 2022-12-31 | $12M | 124k | 96.99 |
| 2022-09-30 | $11M | 111k | 96.34 |
| 2022-06-30 | $9.3M | 91k | 101.68 |
| 2022-03-31 | $8.5M | 80k | 107.10 |
| 2021-12-31 | $8.9M | 78k | 114.07 |
| 2021-09-30 | $8.7M | 76k | 114.82 |
| 2021-06-30 | $8.1M | 70k | 115.34 |
| 2021-03-31 | $7.3M | 64k | 113.83 |
| 2020-12-31 | $6.1M | 51k | 118.18 |
| 2020-09-30 | $5.4M | 46k | 117.19 |
| 2020-06-30 | $3.3M | 28k | 118.20 |
| 2020-03-31 | $2.5M | 22k | 116.83 |
| 2019-12-31 | $1.3M | 11k | 112.40 |
| 2019-06-30 | $276k | 2.5k | 111.29 |
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