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
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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 |
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