iShares Lehman Aggregate Bond shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 15k | 101.25 |
| 2024-06-30 | $1.6M | 17k | 97.04 |
| 2024-03-31 | $1.7M | 18k | 97.94 |
| 2023-12-31 | $1.7M | 18k | 99.23 |
| 2023-09-30 | $1.7M | 18k | 93.99 |
| 2023-06-30 | $1.8M | 18k | 97.94 |
| 2023-03-31 | $2.2M | 23k | 96.95 |
| 2022-12-31 | $3.2M | 33k | 96.34 |
| 2022-09-30 | $3.2M | 33k | 96.34 |
| 2022-06-30 | $3.6M | 36k | 101.69 |
| 2022-03-31 | $4.7M | 44k | 107.11 |
| 2021-12-31 | $20M | 175k | 114.08 |
| 2021-09-30 | $24M | 208k | 114.83 |
| 2021-06-30 | $25M | 215k | 115.33 |
| 2021-03-31 | $26M | 228k | 113.83 |
| 2020-12-31 | $33M | 280k | 118.19 |
| 2020-09-30 | $31M | 258k | 118.06 |
| 2020-06-30 | $29M | 249k | 118.21 |
| 2020-03-31 | $23M | 197k | 115.37 |
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