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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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