iShares Lehman Aggregate Bond shares owned by Catalyst Financial Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Catalyst Financial Partners
from 13F filings
Historical chart of Catalyst Financial Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Catalyst Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 227k | 100.25 |
| 2025-06-30 | $23M | 233k | 99.20 |
| 2025-03-31 | $20M | 198k | 98.92 |
| 2024-12-31 | $18M | 189k | 96.90 |
| 2024-09-30 | $19M | 185k | 101.27 |
| 2024-06-30 | $17M | 174k | 97.07 |
| 2024-03-31 | $14M | 150k | 95.55 |
| 2023-12-31 | $13M | 132k | 99.25 |
| 2023-09-30 | $11M | 116k | 94.04 |
| 2023-06-30 | $10M | 104k | 97.95 |
| 2023-03-31 | $8.5M | 85k | 99.64 |
| 2022-12-31 | $6.0M | 62k | 96.99 |
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