iShares Lehman Aggregate Bond shares owned by Copperwynd Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $7.9M | 79k | 99.20 |
| 2025-03-31 | $3.9M | 40k | 98.92 |
| 2024-12-31 | $453k | 4.7k | 96.89 |
| 2024-09-30 | $412k | 4.1k | 101.27 |
| 2024-06-30 | $343k | 3.5k | 99.11 |
| 2024-03-31 | $252k | 2.6k | 97.93 |
| 2023-09-30 | $293k | 3.1k | 94.04 |
| 2023-03-31 | $2.0M | 20k | 99.64 |
| 2022-12-31 | $1.6M | 16k | 96.99 |
| 2022-09-30 | $3.0M | 31k | 96.35 |
| 2022-06-30 | $4.0M | 40k | 101.67 |
| 2022-03-31 | $3.4M | 32k | 107.11 |
| 2020-06-30 | $3.8M | 32k | 118.22 |
| 2020-03-31 | $1.0M | 9.0k | 115.37 |
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