iShares Lehman Aggregate Bond shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 69k | 100.25 |
| 2025-06-30 | $7.8M | 78k | 99.58 |
| 2025-03-31 | $8.8M | 89k | 98.92 |
| 2024-12-31 | $9.0M | 93k | 96.90 |
| 2024-09-30 | $15M | 152k | 101.27 |
| 2024-06-30 | $15M | 152k | 96.98 |
| 2024-03-31 | $10M | 102k | 98.10 |
| 2023-12-31 | $70M | 714k | 98.07 |
| 2023-09-30 | $54M | 574k | 94.04 |
| 2023-06-30 | $51M | 520k | 97.95 |
| 2023-03-31 | $43M | 429k | 99.64 |
| 2022-12-31 | $25M | 257k | 96.99 |
| 2022-09-30 | $28M | 293k | 96.34 |
| 2022-06-30 | $46M | 447k | 101.68 |
| 2022-03-31 | $78M | 730k | 107.10 |
| 2021-12-31 | $92M | 809k | 114.08 |
| 2021-09-30 | $0 | 786k | 0.00 |
| 2021-06-30 | $0 | 958k | 0.00 |
| 2021-03-31 | $0 | 866k | 0.00 |
| 2020-12-31 | $681k | 1.1M | 0.60 |
| 2020-09-30 | $94M | 798k | 118.06 |
| 2020-06-30 | $30M | 254k | 118.21 |
| 2020-03-31 | $18M | 157k | 115.37 |
| 2019-12-31 | $47M | 419k | 112.37 |
| 2019-09-30 | $31M | 270k | 113.17 |
| 2019-06-30 | $32M | 290k | 111.35 |
| 2019-03-31 | $9.1M | 83k | 109.07 |
| 2018-12-31 | $1.8M | 17k | 106.49 |
| 2018-09-30 | $13M | 122k | 105.52 |
| 2018-06-30 | $11M | 108k | 106.32 |
| 2018-03-31 | $10M | 95k | 107.25 |
| 2017-12-31 | $7.3M | 66k | 109.32 |
| 2017-09-30 | $4.1M | 37k | 109.58 |
| 2017-06-30 | $22M | 199k | 109.51 |
| 2017-03-31 | $53M | 486k | 108.49 |
| 2016-12-31 | $27M | 247k | 108.06 |
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