iShares Lehman Aggregate Bond shares owned by Aspireon Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aspireon Wealth Advisors
from 13F filings
Historical chart of Aspireon Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aspireon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.0M | 10k | 99.65 |
| 2022-12-31 | $1.3M | 12k | 112.02 |
| 2022-09-30 | $1.1M | 11k | 96.56 |
| 2022-06-30 | $991k | 9.7k | 101.86 |
| 2022-03-31 | $1.1M | 10k | 107.32 |
| 2021-12-31 | $1.2M | 11k | 114.19 |
| 2021-09-30 | $1.1M | 9.3k | 114.89 |
| 2021-06-30 | $1.4M | 13k | 115.13 |
| 2021-03-31 | $1.2M | 10k | 120.00 |
| 2020-12-31 | $1.4M | 12k | 118.26 |
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