iShares Lehman Aggregate Bond shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private Wealth Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Bradley & Co. Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Bradley & Co. Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $25k | 254 | 97.07 |
2024-03-31 | $25k | 254 | 97.94 |
2023-12-31 | $25k | 254 | 99.25 |
2023-09-30 | $24k | 254 | 94.04 |
2023-06-30 | $25k | 254 | 97.95 |
2023-03-31 | $25k | 254 | 99.64 |
2022-12-31 | $29k | 302 | 97.00 |
2022-09-30 | $259k | 2.7k | 96.47 |
2022-06-30 | $278k | 2.7k | 101.79 |
2022-03-31 | $364k | 3.4k | 106.97 |
2021-12-31 | $910k | 8.0k | 114.07 |
2021-09-30 | $796k | 6.9k | 114.81 |
2021-06-30 | $362k | 3.1k | 115.28 |
2021-03-31 | $432k | 3.8k | 113.77 |
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