iShares Lehman Aggregate Bond shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 20k | 101.27 |
| 2024-06-30 | $2.0M | 21k | 97.07 |
| 2024-03-31 | $2.1M | 21k | 97.94 |
| 2023-12-31 | $1.7M | 18k | 99.25 |
| 2023-09-30 | $1.6M | 17k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 97.95 |
| 2023-03-31 | $1.6M | 16k | 99.64 |
| 2022-12-31 | $1.6M | 17k | 96.97 |
| 2022-09-30 | $1.6M | 17k | 96.34 |
| 2022-06-30 | $815k | 7.8k | 104.97 |
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