iShares Lehman Aggregate Bond shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $15k | 161 | 94.04 |
| 2023-06-30 | $410k | 4.2k | 97.95 |
| 2023-03-31 | $306k | 3.1k | 99.64 |
| 2022-12-31 | $99k | 1.0k | 96.99 |
| 2022-09-30 | $25k | 260 | 96.15 |
| 2022-06-30 | $26k | 260 | 100.00 |
| 2021-03-31 | $9.0k | 83 | 108.43 |
| 2020-12-31 | $3.3M | 28k | 118.21 |
| 2020-09-30 | $3.1M | 26k | 118.06 |
| 2020-06-30 | $2.2M | 19k | 118.22 |
| 2020-03-31 | $4.0k | 39 | 102.56 |
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