iShares Lehman Aggregate Bond shares owned by Acima Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Acima Private Wealth
from 13F filings
Historical chart of Acima Private Wealth investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Acima Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Acima Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 79k | 100.25 |
| 2025-06-30 | $6.7M | 68k | 99.20 |
| 2025-03-31 | $7.5M | 76k | 98.92 |
| 2024-12-31 | $7.4M | 76k | 96.90 |
| 2024-09-30 | $7.0M | 69k | 101.27 |
| 2024-06-30 | $6.5M | 67k | 97.07 |
| 2024-03-31 | $5.8M | 59k | 97.94 |
| 2023-12-31 | $5.8M | 59k | 99.25 |
| 2023-09-30 | $901k | 9.6k | 94.04 |
| 2023-06-30 | $947k | 9.7k | 97.95 |
| 2023-03-31 | $1.0M | 10k | 99.64 |
| 2022-12-31 | $944k | 9.7k | 96.99 |
| 2022-09-30 | $1.0M | 11k | 96.34 |
| 2022-06-30 | $996k | 9.8k | 101.68 |
| 2022-03-31 | $649k | 6.1k | 107.17 |
| 2021-12-31 | $415k | 3.6k | 114.04 |
| 2021-09-30 | $326k | 2.8k | 114.71 |
| 2021-06-30 | $269k | 2.3k | 115.55 |
| 2021-03-31 | $273k | 2.4k | 113.75 |
| 2020-12-31 | $268k | 2.3k | 118.27 |
| 2020-09-30 | $240k | 2.0k | 117.94 |
| 2020-06-30 | $278k | 2.3k | 118.40 |
| 2020-03-31 | $155k | 1.3k | 115.16 |
| 2019-12-31 | $112k | 996 | 112.45 |
| 2019-09-30 | $114k | 1.0k | 112.43 |
| 2019-06-30 | $112k | 1.0k | 111.67 |
| 2019-03-31 | $109k | 1.0k | 108.67 |
| 2018-12-31 | $107k | 1.0k | 106.68 |
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