iShares Lehman Aggregate Bond shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $32M | 326k | 99.25 |
2023-09-30 | $32M | 339k | 94.04 |
2023-06-30 | $33M | 340k | 97.95 |
2023-03-31 | $47M | 476k | 99.64 |
2022-12-31 | $17M | 173k | 96.99 |
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