iShares Lehman Aggregate Bond shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 311 | 100.25 |
| 2025-06-30 | $31k | 311 | 99.20 |
| 2025-03-31 | $31k | 311 | 98.92 |
| 2024-12-31 | $30k | 311 | 96.90 |
| 2024-09-30 | $32k | 311 | 101.27 |
| 2024-06-30 | $30k | 311 | 97.07 |
| 2024-03-31 | $34k | 350 | 97.94 |
| 2023-12-31 | $31k | 308 | 99.25 |
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