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iShares Lehman Aggregate Bond shares owned by Arista Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Arista Wealth Management from 13F filings

Historical chart of Arista Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Arista Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Arista Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 39k 100.25
2025-06-30 $3.8M 39k 99.20
2025-03-31 $3.7M 37k 98.92
2024-12-31 $3.6M 37k 96.90
2024-09-30 $3.8M 37k 101.27
2024-06-30 $3.6M 37k 97.07
2022-12-31 $387k 4.0k 97.00