iShares Lehman Aggregate Bond shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares Lehman Aggregate Bond
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $17M | 166k | 101.27 |
2024-06-30 | $15M | 158k | 97.07 |
2024-03-31 | $14M | 144k | 97.94 |
2023-12-31 | $11M | 114k | 99.25 |
2023-09-30 | $10M | 108k | 94.04 |
2023-06-30 | $9.8M | 101k | 97.95 |
2023-03-31 | $8.5M | 85k | 99.64 |
2022-12-31 | $9.8M | 101k | 96.99 |
2022-09-30 | $7.4M | 77k | 96.34 |
2022-06-30 | $6.5M | 64k | 101.68 |
2022-03-31 | $5.9M | 55k | 107.11 |
2021-12-31 | $5.9M | 51k | 114.09 |
2021-09-30 | $5.6M | 49k | 114.83 |
2021-06-30 | $4.2M | 36k | 115.32 |
2021-03-31 | $3.8M | 33k | 113.84 |
2020-12-31 | $208k | 1.8k | 118.32 |
2020-09-30 | $413k | 3.5k | 118.10 |
2020-06-30 | $986k | 8.3k | 118.21 |
2020-03-31 | $942k | 8.2k | 115.36 |
2019-12-31 | $816k | 7.3k | 112.33 |
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