iShares Lehman Aggregate Bond shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $304k | 3.1k | 99.20 |
| 2025-03-31 | $389k | 3.9k | 98.92 |
| 2024-12-31 | $367k | 3.8k | 96.91 |
| 2024-09-30 | $477k | 4.7k | 101.27 |
| 2024-06-30 | $455k | 4.7k | 97.08 |
| 2024-03-31 | $445k | 4.5k | 97.94 |
| 2023-12-31 | $482k | 4.9k | 99.25 |
| 2023-09-30 | $677k | 7.2k | 94.05 |
| 2023-06-30 | $868k | 8.9k | 97.95 |
| 2023-03-31 | $836k | 8.4k | 99.64 |
| 2022-12-31 | $713k | 7.3k | 96.99 |
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