iShares Lehman Aggregate Bond shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.8M | 38k | 99.20 |
| 2025-03-31 | $2.2M | 22k | 98.92 |
| 2024-12-31 | $885k | 9.1k | 96.90 |
| 2024-09-30 | $755k | 7.5k | 101.27 |
| 2024-06-30 | $687k | 7.1k | 97.07 |
| 2024-03-31 | $386k | 3.9k | 97.94 |
| 2023-12-31 | $350k | 3.5k | 99.25 |
| 2023-09-30 | $663k | 7.1k | 94.04 |
| 2023-06-30 | $691k | 7.1k | 97.95 |
| 2023-03-31 | $701k | 7.1k | 99.40 |
| 2022-12-31 | $684k | 7.1k | 96.99 |
| 2022-09-30 | $292k | 3.0k | 96.50 |
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