iShares Lehman Aggregate Bond shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 61k | 97.94 |
| 2023-12-31 | $6.6M | 66k | 99.25 |
| 2023-09-30 | $8.5M | 91k | 94.04 |
| 2023-06-30 | $7.9M | 81k | 97.95 |
| 2023-03-31 | $4.1M | 41k | 99.64 |
| 2022-12-31 | $456k | 4.7k | 96.99 |
| 2022-09-30 | $483k | 5.0k | 96.27 |
| 2022-06-30 | $614k | 6.0k | 101.69 |
| 2022-03-31 | $1.2M | 11k | 107.09 |
| 2021-12-31 | $1.3M | 11k | 114.10 |
| 2021-09-30 | $1.7M | 15k | 114.86 |
| 2021-06-30 | $1.9M | 16k | 115.32 |
| 2021-03-31 | $4.3M | 38k | 113.83 |
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