iShares Lehman Aggregate Bond shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Baystate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $81M | 817k | 99.25 |
2023-09-30 | $64M | 681k | 94.04 |
2023-06-30 | $48M | 487k | 97.95 |
2023-03-31 | $44M | 437k | 99.64 |
2022-12-31 | $37M | 378k | 96.99 |
2022-09-30 | $49M | 510k | 96.34 |
2022-06-30 | $34M | 333k | 101.68 |
2022-03-31 | $42M | 389k | 107.10 |
2021-12-31 | $40M | 352k | 114.08 |
2021-09-30 | $39M | 344k | 114.83 |
2021-06-30 | $39M | 334k | 115.33 |
2021-03-31 | $37M | 329k | 113.83 |
2020-12-31 | $15M | 125k | 118.19 |
2020-03-31 | $23k | 202 | 113.86 |
2017-06-30 | $3.0k | 23 | 130.43 |
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