iShares Lehman Aggregate Bond shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 122k | 96.90 |
| 2024-09-30 | $14M | 139k | 101.27 |
| 2024-06-30 | $14M | 143k | 97.07 |
| 2024-03-31 | $15M | 152k | 97.94 |
| 2023-09-30 | $17M | 181k | 94.04 |
| 2023-06-30 | $18M | 186k | 97.95 |
| 2023-03-31 | $17M | 174k | 99.64 |
| 2022-12-31 | $17M | 170k | 96.99 |
| 2022-09-30 | $4.2M | 43k | 96.35 |
| 2022-06-30 | $4.4M | 43k | 101.67 |
| 2022-03-31 | $4.6M | 43k | 107.10 |
| 2021-12-31 | $5.2M | 46k | 114.07 |
| 2021-06-30 | $3.3M | 29k | 115.33 |
| 2021-03-31 | $3.9M | 35k | 113.85 |
| 2020-12-31 | $2.8M | 24k | 118.21 |
| 2020-09-30 | $4.8M | 41k | 118.04 |
| 2020-06-30 | $1.2M | 11k | 118.19 |
| 2020-03-31 | $490k | 4.3k | 115.29 |
| 2019-12-31 | $447k | 4.0k | 112.40 |
| 2013-03-31 | $161k | 1.4k | 111.81 |
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