iShares Lehman Aggregate Bond shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 3.7k | 100.25 |
| 2025-06-30 | $350k | 3.5k | 99.20 |
| 2025-03-31 | $405k | 4.1k | 98.92 |
| 2024-12-31 | $430k | 4.4k | 96.90 |
| 2024-09-30 | $689k | 6.8k | 101.27 |
| 2024-06-30 | $712k | 7.3k | 97.07 |
| 2024-03-31 | $736k | 7.5k | 97.94 |
| 2023-12-31 | $774k | 7.8k | 99.25 |
| 2023-09-30 | $893k | 9.5k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 98.05 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $2.7M | 28k | 96.99 |
| 2022-09-30 | $2.2M | 23k | 95.79 |
| 2022-06-30 | $1.9M | 19k | 101.66 |
| 2022-03-31 | $1.2M | 11k | 107.10 |
| 2021-12-31 | $700k | 6.1k | 114.08 |
| 2021-09-30 | $210k | 1.8k | 114.88 |
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