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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data

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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
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