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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

Tip: Access up to 7 years of quarterly data

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

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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
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