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iShares Lehman Aggregate Bond shares owned by Core Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Core Wealth Management from 13F filings

Historical chart of Core Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 2.4k 97.07
2024-06-30 $229k 2.4k 97.07
2023-12-31 $9.5M 96k 99.25
2023-06-30 $266k 2.7k 97.95
2023-03-31 $1.0M 10k 99.64
2022-12-31 $1.3M 13k 96.99