iShares Lehman Aggregate Bond shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 653k | 100.25 |
| 2025-06-30 | $71M | 716k | 99.20 |
| 2025-03-31 | $76M | 764k | 98.92 |
| 2024-12-31 | $82M | 841k | 96.90 |
| 2024-09-30 | $87M | 856k | 101.27 |
| 2024-06-30 | $398k | 4.1k | 97.07 |
| 2024-03-31 | $93M | 944k | 97.94 |
| 2023-12-31 | $96M | 971k | 99.25 |
| 2023-09-30 | $2.5M | 27k | 94.04 |
| 2023-06-30 | $1.7M | 17k | 97.95 |
| 2023-03-31 | $1.7M | 17k | 99.64 |
| 2022-12-31 | $1.7M | 17k | 96.99 |
| 2022-09-30 | $689k | 7.2k | 96.36 |
| 2022-06-30 | $727k | 7.2k | 101.68 |
| 2022-03-31 | $1.9M | 18k | 107.08 |
| 2021-12-31 | $2.2M | 20k | 114.10 |
| 2021-09-30 | $2.3M | 20k | 114.81 |
| 2021-06-30 | $2.3M | 20k | 115.32 |
| 2021-03-31 | $2.6M | 23k | 113.81 |
| 2020-12-31 | $2.7M | 23k | 118.18 |
| 2020-09-30 | $2.7M | 23k | 118.07 |
| 2020-06-30 | $2.7M | 23k | 118.20 |
| 2020-03-31 | $390k | 3.4k | 115.37 |
| 2019-09-30 | $388k | 3.4k | 113.19 |
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