iShares Lehman Aggregate Bond shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $626k | 6.2k | 101.27 |
| 2024-06-30 | $500k | 5.2k | 97.07 |
| 2024-03-31 | $860k | 8.8k | 97.94 |
| 2023-12-31 | $14M | 142k | 99.25 |
| 2023-09-30 | $13M | 135k | 94.04 |
| 2023-06-30 | $13M | 135k | 97.95 |
| 2023-03-31 | $12M | 119k | 99.64 |
| 2022-12-31 | $463k | 4.8k | 97.00 |
| 2022-09-30 | $14M | 143k | 96.34 |
| 2022-06-30 | $631k | 6.2k | 101.61 |
| 2022-03-31 | $1.2M | 12k | 107.14 |
| 2021-12-31 | $37M | 325k | 114.08 |
| 2021-09-30 | $37M | 324k | 114.83 |
| 2021-06-30 | $38M | 329k | 115.33 |
| 2020-12-31 | $33M | 282k | 118.19 |
| 2020-09-30 | $28M | 239k | 118.06 |
| 2020-06-30 | $19M | 159k | 118.21 |
| 2020-03-31 | $20M | 177k | 115.37 |
| 2019-12-31 | $25M | 226k | 112.37 |
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