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
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Accurate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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