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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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