iShares Lehman Aggregate Bond shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 12k | 98.57 |
| 2023-09-30 | $1.9M | 20k | 92.40 |
| 2023-06-30 | $2.0M | 21k | 96.70 |
| 2023-03-31 | $2.0M | 20k | 99.64 |
| 2022-12-31 | $2.2M | 23k | 96.99 |
| 2022-09-30 | $1.9M | 20k | 96.36 |
| 2022-06-30 | $1.1M | 11k | 101.63 |
| 2022-03-31 | $1.2M | 12k | 107.07 |
| 2021-12-31 | $1.3M | 12k | 110.40 |
| 2021-09-30 | $1.4M | 12k | 114.84 |
| 2021-06-30 | $1.3M | 12k | 115.31 |
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