iShares Lehman Aggregate Bond shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 2.6k | 100.25 |
| 2025-06-30 | $283k | 2.9k | 99.19 |
| 2025-03-31 | $697k | 7.0k | 98.93 |
| 2024-12-31 | $15M | 150k | 96.90 |
| 2024-06-30 | $680 | 7 | 97.14 |
| 2024-03-31 | $686 | 7 | 98.00 |
| 2023-12-31 | $694 | 7 | 99.29 |
| 2023-09-30 | $153k | 1.6k | 97.92 |
| 2023-06-30 | $153k | 1.6k | 97.92 |
| 2023-03-31 | $673k | 6.8k | 99.64 |
| 2022-12-31 | $93k | 958 | 96.98 |
| 2022-09-30 | $96k | 944 | 101.69 |
| 2022-06-30 | $96k | 944 | 101.69 |
| 2022-03-31 | $101k | 940 | 107.45 |
| 2021-12-31 | $107k | 937 | 114.19 |
| 2021-09-30 | $120k | 1.0k | 114.72 |
| 2021-06-30 | $181k | 1.6k | 115.29 |
| 2021-03-31 | $203k | 1.8k | 113.60 |
| 2020-12-31 | $265k | 2.2k | 118.30 |
| 2020-09-30 | $264k | 2.2k | 117.91 |
| 2020-06-30 | $265k | 2.2k | 118.41 |
| 2020-03-31 | $3.4M | 30k | 115.37 |
| 2019-12-31 | $3.7M | 33k | 112.38 |
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