iShares Lehman Aggregate Bond shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 107k | 95.39 |
| 2023-12-31 | $19M | 192k | 98.20 |
| 2023-09-30 | $18M | 192k | 93.64 |
| 2023-06-30 | $18M | 183k | 98.05 |
| 2023-03-31 | $11M | 108k | 99.56 |
| 2022-12-31 | $9.6M | 97k | 99.34 |
| 2022-09-30 | $8.8M | 93k | 94.86 |
| 2022-06-30 | $9.1M | 90k | 101.85 |
| 2022-03-31 | $9.0M | 87k | 103.63 |
| 2021-12-31 | $9.1M | 81k | 112.40 |
| 2021-09-30 | $8.7M | 76k | 114.66 |
| 2021-06-30 | $8.5M | 73k | 115.79 |
| 2021-03-31 | $7.6M | 67k | 114.18 |
| 2020-12-31 | $8.3M | 70k | 118.54 |
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