iShares Lehman Aggregate Bond shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273M | 2.7M | 100.25 |
| 2025-06-30 | $245M | 2.5M | 99.20 |
| 2025-03-31 | $246M | 2.5M | 98.92 |
| 2024-12-31 | $286M | 2.9M | 96.90 |
| 2024-09-30 | $301M | 3.0M | 101.17 |
| 2024-06-30 | $232M | 2.4M | 97.07 |
| 2024-03-31 | $209M | 2.1M | 97.94 |
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