iShares Lehman Aggregate Bond shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 79k | 100.78 |
| 2025-06-30 | $6.8M | 69k | 98.46 |
| 2025-03-31 | $6.4M | 66k | 97.04 |
| 2024-12-31 | $6.1M | 63k | 95.94 |
| 2024-09-30 | $5.2M | 52k | 99.80 |
| 2024-06-30 | $4.3M | 44k | 98.06 |
| 2024-03-31 | $3.6M | 38k | 95.38 |
| 2023-12-31 | $3.3M | 33k | 98.92 |
| 2023-09-30 | $3.2M | 35k | 92.48 |
| 2023-06-30 | $3.0M | 31k | 97.96 |
| 2023-03-31 | $5.9M | 60k | 99.75 |
| 2022-12-31 | $1.6M | 17k | 98.98 |
| 2022-09-30 | $1.2M | 12k | 95.37 |
| 2022-06-30 | $242k | 2.4k | 101.55 |
| 2022-03-31 | $353k | 3.3k | 106.97 |
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