iShares Lehman Aggregate Bond shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $309k | 3.2k | 97.08 |
| 2024-03-31 | $19M | 193k | 97.94 |
| 2023-12-31 | $39M | 397k | 99.25 |
| 2023-09-30 | $34M | 363k | 94.04 |
| 2023-06-30 | $40M | 408k | 97.95 |
| 2023-03-31 | $40M | 399k | 99.64 |
| 2022-12-31 | $26M | 272k | 96.99 |
| 2022-09-30 | $25M | 261k | 96.34 |
| 2022-06-30 | $24M | 235k | 101.68 |
| 2022-03-31 | $26M | 241k | 107.10 |
| 2021-12-31 | $35M | 304k | 114.08 |
| 2021-09-30 | $33M | 288k | 114.83 |
| 2021-06-30 | $38M | 327k | 115.33 |
| 2021-03-31 | $34M | 301k | 113.83 |
| 2020-12-31 | $30M | 251k | 118.19 |
| 2020-09-30 | $26M | 223k | 118.06 |
| 2020-06-30 | $22M | 183k | 118.21 |
| 2020-03-31 | $18M | 158k | 115.37 |
| 2019-12-31 | $18M | 156k | 112.37 |
| 2019-09-30 | $16M | 145k | 113.17 |
| 2019-06-30 | $14M | 128k | 111.35 |
| 2019-03-31 | $13M | 117k | 109.07 |
| 2018-12-31 | $11M | 103k | 106.49 |
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