iShares Lehman Aggregate Bond shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $31M | 321k | 96.90 |
| 2024-09-30 | $52M | 516k | 101.27 |
| 2024-06-30 | $46M | 475k | 97.07 |
| 2024-03-31 | $45M | 454k | 97.94 |
| 2023-12-31 | $44M | 440k | 99.25 |
| 2023-09-30 | $36M | 386k | 94.04 |
| 2023-06-30 | $34M | 343k | 97.95 |
| 2023-03-31 | $32M | 317k | 99.64 |
| 2022-12-31 | $28M | 290k | 96.99 |
| 2022-09-30 | $26M | 271k | 96.35 |
| 2022-06-30 | $20M | 196k | 101.68 |
| 2022-03-31 | $24M | 225k | 107.12 |
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