iShares Lehman Aggregate Bond shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 621 | 100.21 |
| 2025-06-30 | $61k | 617 | 99.20 |
| 2025-03-31 | $17k | 175 | 98.66 |
| 2024-12-31 | $17k | 175 | 96.65 |
| 2024-09-30 | $18k | 175 | 101.00 |
| 2024-06-30 | $27k | 277 | 97.02 |
| 2024-03-31 | $27k | 276 | 98.01 |
| 2023-12-31 | $606k | 6.1k | 99.25 |
| 2023-09-30 | $16k | 175 | 93.78 |
| 2023-03-31 | $37k | 376 | 99.41 |
| 2022-06-30 | $18k | 180 | 100.00 |
| 2022-03-31 | $19k | 179 | 106.15 |
| 2021-12-31 | $1.2M | 10k | 114.10 |
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