iShares Lehman Aggregate Bond shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $15M | 146k | 99.27 |
| 2025-12-31 | $14M | 136k | 99.88 |
| 2025-09-30 | $12M | 114k | 100.25 |
| 2021-12-31 | $14M | 127k | 114.08 |
| 2021-09-30 | $13M | 117k | 114.83 |
| 2021-06-30 | $11M | 98k | 115.33 |
| 2021-03-31 | $9.2M | 81k | 113.83 |
| 2020-12-31 | $6.1M | 52k | 118.19 |
| 2020-09-30 | $5.5M | 47k | 118.06 |
| 2020-06-30 | $5.7M | 48k | 118.21 |
| 2020-03-31 | $5.6M | 48k | 115.37 |
| 2019-12-31 | $5.0M | 45k | 112.37 |
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