iShares Lehman Aggregate Bond shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $573k | 5.7k | 99.88 |
| 2024-03-31 | $14M | 143k | 97.94 |
| 2023-12-31 | $15M | 155k | 99.25 |
| 2023-09-30 | $15M | 154k | 94.04 |
| 2023-06-30 | $15M | 156k | 97.95 |
| 2023-03-31 | $15M | 146k | 99.64 |
| 2022-12-31 | $14M | 145k | 96.99 |
| 2022-09-30 | $13M | 139k | 96.34 |
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