iShares Lehman Aggregate Bond shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.3k | 100.25 |
| 2025-06-30 | $585k | 5.9k | 99.20 |
| 2025-03-31 | $631k | 6.4k | 98.92 |
| 2024-12-31 | $1.1M | 11k | 96.90 |
| 2024-09-30 | $12M | 119k | 101.27 |
| 2024-06-30 | $11M | 113k | 97.07 |
| 2024-03-31 | $9.7M | 99k | 97.94 |
| 2023-12-31 | $4.9M | 49k | 99.25 |
| 2023-09-30 | $4.1M | 44k | 94.04 |
| 2023-06-30 | $3.8M | 39k | 97.95 |
| 2023-03-31 | $1.6M | 16k | 99.66 |
| 2022-12-31 | $1.6M | 16k | 97.01 |
| 2022-09-30 | $1.4M | 15k | 96.37 |
| 2022-06-30 | $1.6M | 16k | 101.70 |
| 2022-03-31 | $6.0M | 56k | 107.10 |
| 2021-12-31 | $6.3M | 56k | 114.08 |
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