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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
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