iShares Lehman Aggregate Bond shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $640k | 6.5k | 99.25 |
| 2023-09-30 | $648k | 6.9k | 94.04 |
| 2023-06-30 | $745k | 7.6k | 97.94 |
| 2023-03-31 | $763k | 7.7k | 99.64 |
| 2022-12-31 | $852k | 8.8k | 96.99 |
| 2022-09-30 | $1.3M | 14k | 96.36 |
| 2022-06-30 | $681k | 6.7k | 101.66 |
| 2022-03-31 | $705k | 6.6k | 106.98 |
| 2021-12-31 | $306k | 2.7k | 114.01 |
| 2021-09-30 | $312k | 2.7k | 114.79 |
| 2021-06-30 | $395k | 3.4k | 115.19 |
| 2021-03-31 | $323k | 2.8k | 113.73 |
| 2020-12-31 | $429k | 3.6k | 118.31 |
| 2020-09-30 | $386k | 3.3k | 118.15 |
| 2020-06-30 | $424k | 3.6k | 118.27 |
| 2020-03-31 | $910k | 7.9k | 115.39 |
| 2019-12-31 | $853k | 7.6k | 112.37 |
| 2019-09-30 | $927k | 8.2k | 113.20 |
| 2019-06-30 | $604k | 5.4k | 111.32 |
| 2019-03-31 | $616k | 5.6k | 109.14 |
| 2018-12-31 | $783k | 7.4k | 106.50 |
| 2018-09-30 | $676k | 6.4k | 105.49 |
| 2018-06-30 | $701k | 6.6k | 106.24 |
| 2018-03-31 | $816k | 2.4k | 333.88 |
| 2017-12-31 | $982k | 9.0k | 109.35 |
| 2017-09-30 | $1.1M | 9.9k | 109.54 |
| 2017-06-30 | $1.2M | 11k | 109.50 |
| 2017-03-31 | $1.2M | 11k | 108.48 |
| 2016-12-31 | $1.3M | 12k | 108.06 |
| 2016-09-30 | $1.4M | 13k | 112.45 |
| 2016-06-30 | $1.4M | 13k | 112.61 |
| 2016-03-31 | $1.6M | 15k | 110.85 |
| 2015-12-31 | $1.5M | 14k | 108.02 |
| 2015-09-30 | $1.7M | 15k | 109.56 |
| 2015-06-30 | $1.6M | 15k | 108.77 |
| 2015-03-31 | $1.8M | 16k | 111.42 |
| 2014-12-31 | $1.8M | 17k | 110.13 |
| 2014-09-30 | $1.9M | 18k | 109.10 |
| 2014-06-30 | $2.0M | 19k | 109.41 |
| 2014-03-31 | $1.6M | 15k | 107.91 |
| 2013-12-31 | $1.4M | 14k | 106.45 |
| 2013-09-30 | $1.3M | 12k | 107.20 |
| 2013-06-30 | $1.2M | 11k | 107.18 |
| 2013-03-31 | $737k | 6.7k | 110.79 |
| 2012-12-31 | $263k | 2.4k | 110.88 |
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