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iShares Lehman Aggregate Bond shares owned by Focused Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 2.3k 99.26
2023-09-30 $215k 2.3k 94.06
2023-06-30 $605k 6.2k 97.95
2023-03-31 $620k 6.2k 99.64
2022-12-31 $8.5M 88k 96.99
2022-09-30 $931k 9.7k 96.37
2022-06-30 $32k 318 100.63
2022-03-31 $34k 316 107.59
2021-12-31 $1.3M 11k 114.05
2021-09-30 $341k 3.0k 114.81
2021-06-30 $342k 3.0k 115.19
2021-03-31 $313k 2.7k 113.94
2020-12-31 $378k 3.2k 118.13
2020-09-30 $385k 3.3k 117.95
2020-06-30 $386k 3.3k 118.26
2020-03-31 $377k 3.3k 115.50
2019-12-31 $199k 1.8k 112.37
2019-09-30 $7.0k 64 109.38
2019-06-30 $197k 1.8k 111.24
2019-03-31 $442k 4.0k 109.19
2018-12-31 $431k 4.0k 106.47
2018-09-30 $405k 3.8k 105.61
2018-06-30 $430k 4.0k 106.23
2018-03-31 $434k 4.0k 107.21
2017-12-31 $443k 4.0k 109.44
2017-09-30 $444k 4.0k 109.68
2017-06-30 $443k 4.0k 109.44
2017-03-31 $439k 4.0k 108.45
2016-12-31 $2.4M 22k 108.04
2016-09-30 $7.0k 64 109.38
2016-06-30 $7.0k 64 109.38
2016-03-31 $7.0k 64 109.38
2015-12-31 $7.0k 64 109.38
2015-09-30 $13k 120 108.33
2015-06-30 $56k 513 109.16
2015-03-31 $7.0k 64 109.38
2014-12-31 $7.0k 64 109.38
2014-09-30 $7.0k 64 109.38
2014-06-30 $7.0k 64 109.38
2013-12-31 $7.0k 64 109.38
2013-09-30 $7.0k 64 109.38