iShares Lehman Aggregate Bond shares owned by Catalyst Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Catalyst Private Wealth
from 13F filings
Historical chart of Catalyst Private Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Catalyst Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $249k | 2.5k | 99.20 |
| 2025-03-31 | $248k | 2.5k | 98.92 |
| 2024-12-31 | $243k | 2.5k | 96.90 |
| 2024-09-30 | $254k | 2.5k | 101.27 |
| 2024-06-30 | $217k | 2.2k | 97.07 |
| 2024-03-31 | $219k | 2.2k | 97.94 |
| 2023-12-31 | $222k | 2.2k | 99.25 |
| 2023-09-30 | $210k | 2.2k | 94.04 |
| 2023-06-30 | $219k | 2.2k | 97.95 |
| 2023-03-31 | $503k | 5.1k | 99.64 |
| 2022-12-31 | $490k | 5.1k | 96.99 |
| 2022-09-30 | $487k | 5.1k | 96.44 |
| 2022-06-30 | $371k | 3.7k | 101.64 |
| 2022-03-31 | $420k | 3.9k | 107.14 |
| 2021-12-31 | $475k | 4.2k | 114.18 |
| 2021-09-30 | $477k | 4.2k | 114.77 |
| 2021-06-30 | $456k | 4.0k | 115.27 |
| 2021-03-31 | $372k | 3.3k | 113.83 |
| 2020-12-31 | $363k | 3.1k | 118.16 |
| 2020-09-30 | $314k | 2.7k | 118.18 |
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