iShares Lehman Aggregate Bond shares owned by Beta Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 6.0k | 100.25 |
| 2023-12-31 | $241k | 2.4k | 99.23 |
| 2023-09-30 | $228k | 2.4k | 94.03 |
| 2023-06-30 | $201k | 2.0k | 97.97 |
| 2023-03-31 | $270k | 2.7k | 99.63 |
| 2022-12-31 | $3.0M | 31k | 96.99 |
| 2022-09-30 | $3.0M | 31k | 96.33 |
| 2022-06-30 | $2.5M | 25k | 101.70 |
| 2022-03-31 | $2.7M | 26k | 107.06 |
| 2021-12-31 | $8.0M | 70k | 114.84 |
| 2021-09-30 | $8.0M | 70k | 114.84 |
| 2021-06-30 | $7.5M | 65k | 115.32 |
| 2021-03-31 | $7.1M | 63k | 113.84 |
| 2020-12-31 | $7.0M | 59k | 118.19 |
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