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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All positions including iShares Lehman Aggregate Bond held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data
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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 |
|---|---|---|---|
| 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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