iShares Lehman Aggregate Bond shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Beacon Bridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 30k | 101.27 |
| 2024-06-30 | $3.6M | 37k | 97.07 |
| 2024-03-31 | $4.5M | 46k | 97.94 |
| 2023-12-31 | $7.2M | 73k | 99.25 |
| 2023-09-30 | $11M | 114k | 94.04 |
| 2023-06-30 | $24M | 242k | 97.95 |
| 2023-03-31 | $23M | 232k | 99.64 |
| 2022-12-31 | $18M | 180k | 96.99 |
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