iShares Lehman Aggregate Bond shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 26k | 100.25 |
| 2025-06-30 | $2.6M | 26k | 99.20 |
| 2025-03-31 | $2.7M | 27k | 98.92 |
| 2024-12-31 | $2.6M | 27k | 96.90 |
| 2024-09-30 | $2.8M | 28k | 101.27 |
| 2024-06-30 | $2.7M | 28k | 97.07 |
| 2024-03-31 | $3.1M | 32k | 97.94 |
| 2023-12-31 | $3.2M | 33k | 99.25 |
| 2023-09-30 | $2.4M | 26k | 94.04 |
| 2023-06-30 | $2.3M | 24k | 97.95 |
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