iShares Lehman Aggregate Bond shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 32k | 100.25 |
| 2025-06-30 | $3.2M | 32k | 99.20 |
| 2025-03-31 | $3.2M | 33k | 98.92 |
| 2024-12-31 | $3.2M | 33k | 96.90 |
| 2024-09-30 | $3.1M | 31k | 101.27 |
| 2024-06-30 | $2.9M | 30k | 97.07 |
| 2024-03-31 | $3.0M | 30k | 97.94 |
| 2023-12-31 | $3.0M | 30k | 99.25 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $1.6M | 17k | 97.95 |
| 2023-03-31 | $1.0M | 10k | 99.64 |
| 2022-12-31 | $907k | 9.4k | 96.99 |
| 2022-09-30 | $912k | 9.5k | 96.39 |
| 2022-06-30 | $799k | 7.9k | 101.63 |
| 2022-03-31 | $2.7M | 26k | 107.09 |
| 2021-12-31 | $1.7M | 15k | 114.08 |
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