iShares Lehman Aggregate Bond shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 19k | 100.25 |
| 2025-06-30 | $1.8M | 18k | 99.20 |
| 2025-03-31 | $1.3M | 13k | 98.92 |
| 2024-12-31 | $1.3M | 13k | 96.90 |
| 2024-09-30 | $1.2M | 12k | 101.27 |
| 2024-06-30 | $1.3M | 14k | 97.07 |
| 2024-03-31 | $268k | 2.7k | 97.94 |
| 2023-12-31 | $304k | 3.1k | 99.25 |
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