iShares Lehman Aggregate Bond shares owned by Aries Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 26k | 99.88 |
| 2025-09-30 | $2.2M | 22k | 100.25 |
| 2025-06-30 | $2.1M | 22k | 99.20 |
| 2025-03-31 | $2.0M | 21k | 98.92 |
| 2024-12-31 | $1.9M | 20k | 96.90 |
| 2024-09-30 | $1.7M | 17k | 101.27 |
| 2024-06-30 | $432k | 4.4k | 97.07 |
| 2024-03-31 | $416k | 4.2k | 97.94 |
| 2022-03-31 | $10M | 96k | 107.10 |
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