iShares Lehman Aggregate Bond shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 36k | 99.25 |
| 2023-09-30 | $1.2M | 13k | 94.04 |
| 2023-06-30 | $1.2M | 13k | 97.95 |
| 2023-03-31 | $1.2M | 12k | 99.64 |
| 2022-12-31 | $3.5M | 36k | 96.99 |
| 2022-09-30 | $1.1M | 11k | 96.36 |
| 2022-06-30 | $383k | 3.8k | 101.65 |
| 2022-03-31 | $391k | 3.7k | 107.04 |
| 2021-12-31 | $352k | 3.1k | 114.06 |
| 2021-09-30 | $264k | 2.3k | 114.43 |
| 2020-12-31 | $30k | 256 | 117.19 |
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