iShares Lehman Aggregate Bond shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 4.1k | 100.25 |
| 2025-06-30 | $408k | 4.1k | 99.20 |
| 2025-03-31 | $407k | 4.1k | 98.92 |
| 2024-12-31 | $399k | 4.1k | 96.90 |
| 2024-09-30 | $417k | 4.1k | 101.27 |
| 2024-06-30 | $391k | 4.0k | 97.07 |
| 2024-03-31 | $314k | 3.2k | 97.94 |
| 2023-12-31 | $318k | 3.2k | 99.25 |
| 2023-09-30 | $300k | 3.2k | 94.04 |
| 2023-06-30 | $358k | 3.7k | 97.95 |
| 2023-03-31 | $364k | 3.7k | 99.64 |
| 2022-12-31 | $355k | 3.7k | 96.99 |
| 2022-09-30 | $330k | 3.4k | 96.27 |
| 2022-06-30 | $340k | 3.3k | 101.58 |
| 2022-03-31 | $358k | 3.3k | 106.96 |
| 2021-12-31 | $387k | 3.4k | 114.06 |
| 2021-09-30 | $335k | 2.9k | 114.84 |
| 2021-06-30 | $352k | 3.1k | 115.41 |
| 2021-03-31 | $348k | 3.1k | 113.69 |
| 2020-12-31 | $344k | 2.9k | 118.09 |
| 2020-09-30 | $343k | 2.9k | 117.75 |
| 2020-06-30 | $363k | 3.1k | 118.09 |
| 2020-03-31 | $355k | 3.1k | 115.48 |
| 2019-12-31 | $327k | 2.9k | 112.26 |
| 2019-09-30 | $330k | 2.9k | 113.29 |
| 2019-06-30 | $324k | 2.9k | 111.23 |
| 2019-03-31 | $317k | 2.9k | 108.82 |
| 2018-12-31 | $310k | 2.9k | 106.42 |
| 2018-09-30 | $307k | 2.9k | 105.39 |
| 2018-06-30 | $77k | 729 | 105.62 |
| 2018-03-31 | $7.0k | 61 | 114.75 |
| 2017-12-31 | $7.0k | 61 | 114.75 |
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