iShares Lehman Aggregate Bond shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.2M | 10k | 113.22 |
| 2020-06-30 | $532k | 4.5k | 118.22 |
| 2020-03-31 | $708k | 6.1k | 115.42 |
| 2019-12-31 | $1.2M | 10k | 113.22 |
| 2019-09-30 | $1.2M | 10k | 113.22 |
| 2019-06-30 | $1.7M | 16k | 111.38 |
| 2019-03-31 | $1.6M | 15k | 109.05 |
| 2018-12-31 | $2.5M | 24k | 106.48 |
| 2018-09-30 | $3.9M | 37k | 105.51 |
| 2018-06-30 | $7.8M | 73k | 106.33 |
| 2018-03-31 | $9.6M | 90k | 107.25 |
| 2017-12-31 | $11M | 96k | 109.33 |
| 2017-09-30 | $11M | 102k | 109.59 |
| 2017-06-30 | $12M | 109k | 108.49 |
| 2017-03-31 | $12M | 109k | 108.49 |
| 2016-12-31 | $12M | 114k | 108.06 |
| 2016-09-30 | $14M | 124k | 112.42 |
| 2016-06-30 | $14M | 128k | 112.62 |
| 2016-03-31 | $13M | 119k | 110.83 |
| 2015-12-31 | $11M | 100k | 108.01 |
| 2015-09-30 | $9.5M | 87k | 109.58 |
| 2015-06-30 | $9.0M | 83k | 108.78 |
| 2015-03-31 | $8.9M | 80k | 111.43 |
| 2014-12-31 | $6.7M | 61k | 110.13 |
| 2014-03-31 | $256k | 2.4k | 107.83 |
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