iShares Lehman Aggregate Bond shares owned by Brown Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 2.6k | 100.25 |
| 2025-06-30 | $459k | 4.6k | 99.20 |
| 2025-03-31 | $458k | 4.6k | 98.92 |
| 2024-12-31 | $423k | 4.4k | 96.90 |
| 2024-09-30 | $441k | 4.4k | 101.27 |
| 2023-06-30 | $384k | 3.9k | 97.95 |
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