iShares Lehman Aggregate Bond shares owned by Evelyn Partners Investment Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evelyn Partners Investment Management
from 13F filings
Historical chart of Evelyn Partners Investment Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Evelyn Partners Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 200 | 100.25 |
| 2025-06-30 | $20k | 200 | 99.20 |
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