iShares Lehman Aggregate Bond shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $603k | 6.0k | 100.25 |
| 2025-06-30 | $597k | 6.0k | 99.21 |
| 2025-03-31 | $2.0M | 20k | 98.92 |
| 2024-12-31 | $2.1M | 22k | 96.90 |
| 2024-09-30 | $2.5M | 24k | 101.27 |
| 2024-06-30 | $2.4M | 24k | 97.07 |
| 2024-03-31 | $2.5M | 25k | 97.94 |
| 2023-12-31 | $12M | 118k | 99.25 |
| 2023-03-31 | $239k | 2.4k | 99.63 |
| 2022-12-31 | $5.8M | 60k | 96.99 |
| 2019-12-31 | $11k | 100 | 110.00 |
| 2019-03-31 | $11k | 100 | 110.00 |
| 2018-12-31 | $11k | 100 | 110.00 |
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