iShares Lehman Aggregate Bond shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $866k | 8.8k | 97.94 |
| 2022-09-30 | $361k | 3.7k | 96.29 |
| 2022-06-30 | $229k | 2.3k | 101.78 |
| 2022-03-31 | $241k | 2.3k | 107.11 |
| 2021-12-31 | $669k | 5.9k | 114.11 |
| 2021-09-30 | $599k | 5.2k | 114.91 |
| 2021-06-30 | $613k | 5.3k | 115.38 |
| 2021-03-31 | $592k | 5.2k | 113.76 |
| 2020-12-31 | $620k | 5.2k | 118.12 |
| 2020-09-30 | $1.1M | 8.9k | 118.02 |
| 2020-06-30 | $1.1M | 8.9k | 118.17 |
| 2020-03-31 | $1.1M | 9.3k | 115.34 |
| 2019-12-31 | $1.0M | 9.3k | 112.33 |
| 2019-09-30 | $1.0M | 9.1k | 113.17 |
| 2019-06-30 | $1.1M | 9.6k | 111.31 |
| 2019-03-31 | $703k | 6.4k | 109.04 |
| 2018-12-31 | $718k | 6.7k | 106.53 |
| 2018-09-30 | $977k | 9.3k | 105.51 |
| 2018-06-30 | $1.3M | 13k | 106.33 |
| 2018-03-31 | $1.3M | 12k | 107.26 |
| 2017-12-31 | $1.3M | 12k | 109.32 |
| 2017-09-30 | $940k | 8.6k | 109.62 |
| 2017-06-30 | $939k | 8.6k | 109.50 |
| 2017-03-31 | $940k | 8.7k | 108.48 |
| 2016-12-31 | $1.0M | 9.3k | 108.05 |
| 2016-09-30 | $455k | 4.0k | 112.43 |
| 2016-06-30 | $522k | 4.6k | 112.65 |
| 2016-03-31 | $517k | 4.7k | 110.92 |
| 2015-12-31 | $169k | 1.6k | 107.85 |
| 2015-09-30 | $1.6M | 15k | 109.55 |
| 2015-06-30 | $1.6M | 15k | 108.75 |
| 2015-03-31 | $1.6M | 15k | 111.41 |
| 2014-12-31 | $1.2M | 11k | 110.13 |
| 2013-06-30 | $216k | 2.0k | 107.20 |
| 2011-06-30 | $53k | 500 | 106.00 |
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