iShares Lehman Aggregate Bond shares owned by Epstein & White Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $424k | 3.7k | 115.44 |
| 2021-03-31 | $257k | 2.3k | 113.52 |
| 2020-12-31 | $407k | 3.5k | 117.80 |
| 2019-09-30 | $310k | 2.7k | 113.85 |
| 2019-06-30 | $587k | 5.3k | 111.45 |
| 2019-03-31 | $457k | 4.2k | 109.96 |
| 2018-12-31 | $509k | 4.8k | 106.35 |
| 2018-09-30 | $577k | 5.5k | 105.54 |
| 2018-06-30 | $904k | 8.5k | 106.49 |
| 2018-03-31 | $2.1M | 20k | 107.36 |
| 2017-12-31 | $17M | 155k | 108.73 |
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