iShares Lehman Aggregate Bond shares owned by Ameliora Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ameliora Wealth Management
from 13F filings
Historical chart of Ameliora Wealth Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Ameliora Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Ameliora Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 124k | 100.25 |
| 2025-06-30 | $17M | 166k | 99.20 |
| 2025-03-31 | $22M | 223k | 98.92 |
| 2024-12-31 | $21M | 216k | 96.90 |
| 2024-09-30 | $22M | 215k | 101.27 |
| 2024-06-30 | $14M | 147k | 97.07 |
| 2024-03-31 | $14M | 140k | 97.94 |
| 2023-12-31 | $12M | 125k | 99.25 |
| 2023-09-30 | $4.0M | 43k | 94.04 |
| 2023-06-30 | $3.3M | 34k | 97.95 |
| 2023-03-31 | $3.6M | 36k | 99.64 |
| 2022-12-31 | $484k | 5.0k | 96.99 |
| 2022-09-30 | $476k | 5.0k | 95.37 |
| 2022-06-30 | $37k | 366 | 101.09 |
| 2022-03-31 | $44k | 447 | 98.43 |
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