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iShares Lehman Aggregate Bond shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private 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 Atlantic Edge Private 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 Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 820 100.23
2025-06-30 $81k 820 99.15
2025-03-31 $91k 919 98.96
2024-12-31 $131k 1.3k 96.92
2024-09-30 $132k 1.3k 101.26
2024-06-30 $173k 1.8k 97.05
2024-03-31 $272k 2.8k 97.96
2023-12-31 $420k 4.2k 99.26