iShares Lehman Aggregate Bond shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $297k | 2.9k | 101.27 |
| 2024-06-30 | $847k | 8.7k | 97.07 |
| 2024-03-31 | $660k | 6.7k | 97.94 |
| 2023-12-31 | $388k | 3.9k | 99.25 |
| 2023-09-30 | $368k | 3.9k | 94.04 |
| 2023-06-30 | $386k | 3.9k | 97.95 |
| 2023-03-31 | $392k | 3.9k | 99.64 |
| 2022-12-31 | $379k | 3.9k | 96.88 |
| 2022-09-30 | $377k | 3.9k | 96.37 |
| 2022-06-30 | $413k | 4.1k | 101.60 |
| 2022-03-31 | $440k | 4.1k | 107.08 |
| 2021-12-31 | $469k | 4.1k | 114.17 |
| 2021-09-30 | $471k | 4.1k | 114.71 |
| 2021-06-30 | $435k | 3.8k | 115.42 |
| 2021-03-31 | $448k | 3.9k | 113.82 |
| 2020-12-31 | $445k | 3.8k | 118.13 |
| 2020-09-30 | $444k | 3.8k | 117.96 |
| 2020-06-30 | $445k | 3.8k | 118.23 |
| 2020-03-31 | $434k | 3.8k | 115.30 |
| 2019-12-31 | $423k | 3.8k | 112.38 |
| 2019-09-30 | $546k | 4.8k | 113.18 |
| 2019-06-30 | $2.5M | 22k | 111.35 |
| 2019-03-31 | $2.6M | 24k | 109.09 |
| 2018-12-31 | $2.7M | 25k | 106.50 |
| 2018-09-30 | $1.1M | 10k | 105.55 |
| 2018-06-30 | $917k | 8.6k | 106.32 |
| 2018-03-31 | $1.3M | 12k | 107.27 |
| 2017-12-31 | $1.2M | 11k | 109.37 |
| 2017-09-30 | $1.1M | 9.6k | 109.62 |
| 2017-06-30 | $1.1M | 9.8k | 109.54 |
| 2017-03-31 | $1.5M | 14k | 108.50 |
| 2016-12-31 | $1.6M | 15k | 108.07 |
| 2016-09-30 | $4.3k | 478 | 8.90 |
| 2016-06-30 | $626k | 5.6k | 112.63 |
| 2016-03-31 | $652k | 5.9k | 110.77 |
| 2015-12-31 | $710k | 6.6k | 108.00 |
| 2015-09-30 | $726k | 6.6k | 109.62 |
| 2015-06-30 | $772k | 7.1k | 108.82 |
| 2015-03-31 | $853k | 7.7k | 111.47 |
| 2014-12-31 | $852k | 7.7k | 110.16 |
| 2014-09-30 | $860k | 7.9k | 109.14 |
| 2014-06-30 | $901k | 8.2k | 109.34 |
| 2014-03-31 | $1.0M | 9.4k | 107.88 |
| 2013-12-31 | $1.0M | 9.7k | 106.42 |
| 2013-09-30 | $1.5M | 14k | 107.18 |
| 2013-06-30 | $1.5M | 14k | 107.24 |
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