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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aurum Wealth Management Group

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