iShares Lehman Aggregate Bond shares owned by BEAM Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by BEAM Asset Management
from 13F filings
Historical chart of BEAM Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by BEAM Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 16k | 100.25 |
| 2025-06-30 | $1.8M | 19k | 99.20 |
| 2025-03-31 | $2.0M | 20k | 98.92 |
| 2024-12-31 | $1.5M | 16k | 96.90 |
| 2024-09-30 | $1.5M | 15k | 101.27 |
| 2024-06-30 | $1.2M | 12k | 97.07 |
| 2022-06-30 | $305k | 3.0k | 101.80 |
| 2022-03-31 | $320k | 3.0k | 106.95 |
| 2021-12-31 | $365k | 3.2k | 114.17 |
| 2021-09-30 | $428k | 3.7k | 114.84 |
| 2021-06-30 | $537k | 4.7k | 115.31 |
| 2021-03-31 | $1.6M | 14k | 113.83 |
| 2020-12-31 | $2.1M | 18k | 118.21 |
| 2020-09-30 | $2.4M | 20k | 118.07 |
| 2020-06-30 | $2.1M | 18k | 118.17 |
| 2020-03-31 | $1.8M | 16k | 115.38 |
| 2019-12-31 | $393k | 3.5k | 112.25 |
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