iShares Lehman Aggregate Bond shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $151M | 1.5M | 99.25 |
| 2023-09-30 | $146M | 1.6M | 94.04 |
| 2023-06-30 | $8.4M | 86k | 97.95 |
| 2023-03-31 | $8.8M | 89k | 99.64 |
| 2022-12-31 | $9.9M | 102k | 96.99 |
| 2022-09-30 | $19M | 198k | 96.34 |
| 2022-06-30 | $22M | 219k | 101.68 |
| 2022-03-31 | $21M | 198k | 107.10 |
| 2021-12-31 | $18M | 160k | 114.08 |
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