iShares Lehman Aggregate Bond shares owned by Executive Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $490k | 4.8k | 101.28 |
| 2024-03-31 | $370k | 3.8k | 96.94 |
| 2023-12-31 | $346k | 3.5k | 99.28 |
| 2023-06-30 | $273k | 2.8k | 97.96 |
| 2023-03-31 | $331k | 3.3k | 99.64 |
| 2022-12-31 | $550k | 5.7k | 97.00 |
| 2022-09-30 | $8.2M | 8.2k | 1000.00 |
| 2022-06-30 | $370k | 3.6k | 101.54 |
| 2022-03-31 | $531k | 5.0k | 107.03 |
| 2021-12-31 | $621k | 5.4k | 114.09 |
| 2021-09-30 | $614k | 5.4k | 114.68 |
| 2021-06-30 | $662k | 5.7k | 115.29 |
| 2021-03-31 | $802k | 7.0k | 113.82 |
| 2020-12-31 | $9.8M | 83k | 118.18 |
| 2020-09-30 | $10M | 86k | 118.06 |
| 2020-06-30 | $12M | 100k | 118.20 |
| 2020-03-31 | $11M | 97k | 115.37 |
| 2019-12-31 | $9.7M | 87k | 112.36 |
| 2019-09-30 | $8.9M | 79k | 113.17 |
| 2019-06-30 | $8.3M | 75k | 111.34 |
| 2019-03-31 | $11M | 105k | 109.07 |
| 2018-12-31 | $12M | 113k | 106.49 |
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