iShares Lehman Aggregate Bond shares owned by Element Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Element Wealth
from 13F filings
Historical chart of Element Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Element Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 61k | 100.25 |
| 2025-06-30 | $6.1M | 61k | 99.20 |
| 2025-03-31 | $6.1M | 62k | 98.92 |
| 2024-12-31 | $5.8M | 59k | 96.90 |
| 2024-09-30 | $6.3M | 62k | 101.27 |
| 2024-06-30 | $5.9M | 61k | 97.07 |
| 2024-03-31 | $5.4M | 55k | 97.94 |
| 2023-12-31 | $5.6M | 56k | 99.25 |
| 2023-09-30 | $2.3M | 25k | 94.04 |
| 2023-06-30 | $2.8M | 28k | 97.95 |
| 2023-03-31 | $2.5M | 25k | 99.64 |
| 2022-12-31 | $2.2M | 23k | 96.99 |
| 2022-09-30 | $1.5M | 15k | 96.34 |
| 2022-06-30 | $1.5M | 15k | 101.65 |
| 2022-03-31 | $1.6M | 15k | 107.07 |
| 2021-12-31 | $1.2M | 11k | 114.09 |
| 2021-09-30 | $1.2M | 10k | 114.80 |
| 2021-06-30 | $878k | 7.6k | 115.36 |
| 2021-03-31 | $1.2M | 11k | 113.84 |
| 2020-12-31 | $1.4M | 12k | 118.17 |
| 2020-09-30 | $1.1M | 9.1k | 118.01 |
| 2020-06-30 | $1.0M | 8.7k | 118.27 |
| 2020-03-31 | $693k | 6.0k | 115.40 |
| 2019-12-31 | $5.1M | 45k | 112.37 |
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