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
Download as csv Download as ExcelQuarterly 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 |
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