iShares Lehman Aggregate Bond shares owned by Financial & Tax Architects
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Financial & Tax Architects
from 13F filings
Historical chart of Financial & Tax Architects investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial & Tax Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 138k | 100.25 |
| 2025-06-30 | $15M | 150k | 99.20 |
| 2025-03-31 | $15M | 154k | 98.92 |
| 2024-12-31 | $16M | 164k | 96.90 |
| 2024-09-30 | $16M | 160k | 101.27 |
| 2024-06-30 | $17M | 173k | 97.07 |
| 2024-03-31 | $17M | 176k | 97.94 |
| 2023-12-31 | $7.7M | 77k | 99.25 |
| 2023-09-30 | $16M | 165k | 94.04 |
| 2023-06-30 | $15M | 154k | 97.95 |
| 2023-03-31 | $11M | 114k | 99.64 |
| 2022-12-31 | $9.8M | 98k | 100.09 |
| 2022-09-30 | $10M | 106k | 96.34 |
| 2022-06-30 | $11M | 112k | 101.68 |
| 2022-03-31 | $11M | 99k | 107.10 |
| 2021-12-31 | $9.1M | 80k | 114.08 |
| 2021-09-30 | $9.1M | 79k | 114.83 |
| 2021-06-30 | $9.4M | 82k | 115.33 |
| 2021-03-31 | $9.5M | 84k | 113.83 |
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