iShares Lehman Aggregate Bond shares owned by BCS Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 110k | 100.25 |
| 2025-06-30 | $8.8M | 88k | 99.20 |
| 2025-03-31 | $7.2M | 73k | 98.91 |
| 2024-12-31 | $5.7M | 59k | 96.90 |
| 2024-03-31 | $3.4M | 35k | 97.93 |
| 2023-12-31 | $2.5M | 25k | 99.27 |
| 2023-09-30 | $541k | 5.7k | 94.12 |
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