iShares Lehman Aggregate Bond shares owned by Aquire Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aquire Wealth Advisors
from 13F filings
Historical chart of Aquire Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aquire Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.7M | 98k | 99.25 |
| 2023-09-30 | $8.8M | 93k | 94.04 |
| 2023-06-30 | $8.8M | 90k | 97.95 |
| 2023-03-31 | $8.4M | 85k | 99.64 |
| 2022-12-31 | $7.1M | 73k | 96.99 |
| 2022-09-30 | $6.3M | 65k | 96.33 |
| 2022-06-30 | $6.3M | 62k | 101.69 |
| 2022-03-31 | $5.1M | 48k | 107.11 |
| 2021-12-31 | $5.1M | 45k | 114.09 |
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