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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Atticus 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
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