iShares Lehman Aggregate Bond shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 185k | 96.90 |
| 2024-09-30 | $20M | 201k | 101.27 |
| 2024-06-30 | $21M | 221k | 97.07 |
| 2024-03-31 | $25M | 257k | 97.94 |
| 2023-12-31 | $28M | 285k | 99.44 |
| 2023-09-30 | $39M | 419k | 94.04 |
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