iShares Lehman Aggregate Bond shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $175k | 1.8k | 97.92 |
| 2023-12-31 | $220k | 2.3k | 96.97 |
| 2023-09-30 | $217k | 2.3k | 94.03 |
| 2023-06-30 | $225k | 2.3k | 97.96 |
| 2023-03-31 | $227k | 2.3k | 99.63 |
| 2022-12-31 | $220k | 2.3k | 96.97 |
| 2022-09-30 | $219k | 2.3k | 96.34 |
| 2022-06-30 | $230k | 2.3k | 101.67 |
| 2020-09-30 | $692k | 5.9k | 118.05 |
| 2020-06-30 | $810k | 6.9k | 118.21 |
| 2020-03-31 | $682k | 5.9k | 115.36 |
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