iShares Lehman Aggregate Bond shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 101.27 |
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-12-31 | $1.1M | 11k | 99.25 |
| 2023-09-30 | $287k | 3.1k | 94.03 |
| 2023-06-30 | $366k | 3.7k | 97.94 |
| 2023-03-31 | $599k | 6.0k | 99.64 |
| 2022-12-31 | $422k | 4.4k | 96.98 |
| 2022-09-30 | $363k | 3.8k | 96.24 |
| 2022-06-30 | $398k | 3.9k | 101.58 |
| 2022-03-31 | $447k | 4.2k | 107.14 |
| 2021-12-31 | $520k | 4.6k | 113.99 |
| 2021-09-30 | $509k | 4.4k | 114.87 |
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