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 |
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