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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cyndeo Wealth Partners

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