iShares Lehman Aggregate Bond shares owned by Accel Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 40k | 100.25 |
| 2025-06-30 | $3.3M | 33k | 99.20 |
| 2025-03-31 | $3.4M | 35k | 98.92 |
| 2024-12-31 | $2.6M | 27k | 96.90 |
| 2024-09-30 | $2.8M | 27k | 101.27 |
| 2024-06-30 | $2.4M | 24k | 97.07 |
| 2024-03-31 | $2.1M | 21k | 97.94 |
| 2023-12-31 | $1.2M | 13k | 99.25 |
| 2023-09-30 | $1.0M | 11k | 94.04 |
| 2023-06-30 | $998k | 10k | 97.95 |
| 2023-03-31 | $477k | 4.8k | 99.64 |
| 2022-12-31 | $136k | 1.4k | 96.98 |
| 2022-09-30 | $48k | 492 | 97.56 |
| 2022-06-30 | $112k | 1.1k | 102.19 |
| 2022-03-31 | $144k | 1.3k | 106.75 |
| 2021-12-31 | $241k | 2.1k | 114.16 |
| 2021-09-30 | $242k | 2.1k | 114.96 |
| 2021-06-30 | $767k | 6.7k | 115.29 |
| 2021-03-31 | $2.7M | 23k | 113.82 |
| 2020-12-31 | $2.6M | 22k | 118.18 |
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