iShares Lehman Aggregate Bond shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 216k | 100.25 |
| 2025-06-30 | $21M | 214k | 99.20 |
| 2025-03-31 | $21M | 214k | 98.92 |
| 2024-12-31 | $23M | 234k | 96.90 |
| 2024-09-30 | $24M | 241k | 101.27 |
| 2024-03-31 | $23M | 232k | 97.94 |
| 2023-12-31 | $22M | 222k | 99.25 |
| 2023-09-30 | $20M | 209k | 94.04 |
| 2023-06-30 | $20M | 202k | 97.95 |
| 2023-03-31 | $20M | 200k | 99.64 |
| 2022-12-31 | $21M | 213k | 96.99 |
| 2022-09-30 | $19M | 199k | 96.34 |
| 2022-06-30 | $20M | 193k | 101.68 |
| 2022-03-31 | $671k | 6.3k | 107.14 |
| 2021-12-31 | $639k | 5.6k | 114.07 |
| 2021-09-30 | $509k | 4.4k | 114.72 |
| 2021-06-30 | $523k | 4.5k | 115.40 |
| 2021-03-31 | $512k | 4.5k | 113.78 |
| 2020-12-31 | $412k | 3.5k | 118.29 |
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