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iShares Lehman Aggregate Bond shares owned by Buck Wealth Strategies

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Buck Wealth Strategies from 13F filings

Historical chart of Buck Wealth Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 455k 100.25
2025-06-30 $43M 435k 99.20
2025-03-31 $41M 411k 98.92
2024-12-31 $17M 178k 96.90
2024-09-30 $11M 111k 101.27
2024-06-30 $12M 118k 97.07
2024-03-31 $866k 8.8k 97.94
2023-12-31 $8.9M 90k 99.25
2023-09-30 $6.7M 71k 94.04
2022-09-30 $6.3M 67k 94.03