iShares Lehman Aggregate Bond shares owned by Defined Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 4.1k | 100.26 |
| 2025-06-30 | $382k | 3.9k | 99.21 |
| 2025-03-31 | $363k | 3.7k | 98.92 |
| 2024-12-31 | $331k | 3.4k | 96.89 |
| 2024-09-30 | $322k | 3.2k | 101.28 |
| 2024-06-30 | $305k | 3.1k | 97.07 |
| 2024-03-31 | $298k | 3.0k | 97.95 |
| 2020-12-31 | $28k | 238 | 117.65 |
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