iShares Lehman Aggregate Bond shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.25 |
| 2025-06-30 | $1.5M | 16k | 99.20 |
| 2025-03-31 | $2.0M | 21k | 98.92 |
| 2024-12-31 | $2.6M | 27k | 96.90 |
| 2024-09-30 | $3.7M | 37k | 101.27 |
| 2024-06-30 | $4.3M | 44k | 97.07 |
| 2024-03-31 | $5.0M | 51k | 97.94 |
| 2023-12-31 | $4.9M | 50k | 99.25 |
| 2023-09-30 | $4.9M | 52k | 94.04 |
| 2023-06-30 | $5.1M | 52k | 97.95 |
| 2023-03-31 | $5.0M | 51k | 99.64 |
| 2022-12-31 | $1.3M | 13k | 96.99 |
| 2022-09-30 | $1.3M | 14k | 96.30 |
| 2022-06-30 | $1.6M | 16k | 101.67 |
| 2022-03-31 | $2.2M | 20k | 107.10 |
| 2021-12-31 | $6.0M | 52k | 114.09 |
| 2021-09-30 | $277k | 2.4k | 114.84 |
| 2021-06-30 | $278k | 2.4k | 115.26 |
| 2021-03-31 | $702k | 6.5k | 108.69 |
| 2020-12-31 | $324k | 2.7k | 118.25 |
| 2020-09-30 | $486k | 4.1k | 117.96 |
| 2020-06-30 | $525k | 4.4k | 118.11 |
| 2020-03-31 | $598k | 5.2k | 115.29 |
| 2019-12-31 | $664k | 5.9k | 112.33 |
| 2019-09-30 | $711k | 6.3k | 113.18 |
| 2019-06-30 | $690k | 6.2k | 111.34 |
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