iShares Lehman Aggregate Bond shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 6.2k | 100.24 |
| 2025-06-30 | $613k | 6.2k | 99.21 |
| 2025-03-31 | $625k | 6.3k | 98.99 |
| 2024-12-31 | $527k | 5.5k | 95.94 |
| 2024-09-30 | $497k | 5.0k | 99.42 |
| 2024-06-30 | $464k | 4.8k | 97.08 |
| 2024-03-31 | $529k | 5.4k | 97.95 |
| 2023-12-31 | $866k | 8.7k | 99.25 |
| 2023-09-30 | $812k | 8.6k | 94.04 |
| 2023-06-30 | $818k | 8.4k | 97.96 |
| 2023-03-31 | $855k | 8.6k | 99.64 |
| 2022-12-31 | $851k | 8.8k | 97.00 |
| 2022-09-30 | $1.1M | 12k | 93.69 |
| 2022-06-30 | $1.2M | 11k | 101.66 |
| 2022-03-31 | $1.1M | 9.3k | 114.06 |
| 2021-12-31 | $1.1M | 9.3k | 114.06 |
| 2021-09-30 | $1.1M | 9.2k | 114.79 |
| 2021-06-30 | $1.0M | 8.9k | 115.26 |
| 2021-03-31 | $1.3M | 11k | 113.81 |
| 2020-12-31 | $2.6M | 22k | 118.19 |
| 2020-09-30 | $1.7M | 14k | 118.02 |
| 2020-06-30 | $1.3M | 11k | 118.18 |
| 2020-03-31 | $1.6M | 14k | 115.35 |
| 2019-12-31 | $4.2M | 38k | 112.35 |
| 2019-09-30 | $1.2M | 10k | 113.11 |
| 2019-06-30 | $880k | 7.9k | 111.35 |
| 2019-03-31 | $790k | 7.2k | 109.09 |
| 2018-12-31 | $800k | 7.5k | 106.45 |
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