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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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