iShares Lehman Aggregate Bond shares owned by Family Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Family Wealth Partners
from 13F filings
Historical chart of Family Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 32k | 100.25 |
| 2025-06-30 | $3.2M | 32k | 99.20 |
| 2025-03-31 | $3.6M | 37k | 98.92 |
| 2024-12-31 | $3.8M | 39k | 96.90 |
| 2024-09-30 | $3.7M | 36k | 101.27 |
| 2024-06-30 | $3.9M | 41k | 97.07 |
| 2024-03-31 | $3.8M | 39k | 97.94 |
| 2023-12-31 | $4.9M | 49k | 99.25 |
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