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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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