iShares Lehman Aggregate Bond shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 53k | 101.27 |
| 2024-03-31 | $5.8M | 59k | 97.94 |
| 2023-12-31 | $6.5M | 66k | 99.25 |
| 2023-06-30 | $7.7M | 79k | 97.95 |
| 2023-03-31 | $8.4M | 84k | 99.64 |
| 2022-12-31 | $8.0M | 83k | 96.99 |
| 2022-09-30 | $8.2M | 85k | 96.34 |
| 2022-06-30 | $9.0M | 88k | 101.68 |
| 2022-03-31 | $8.8M | 82k | 107.10 |
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