iShares Lehman Aggregate Bond shares owned by Fountainhead AM
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fountainhead AM
from 13F filings
Historical chart of Fountainhead AM investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fountainhead AM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.25 |
| 2025-06-30 | $865k | 8.7k | 99.20 |
| 2025-03-31 | $726k | 7.3k | 98.92 |
| 2024-12-31 | $5.2M | 54k | 96.90 |
| 2024-09-30 | $718k | 7.1k | 101.26 |
| 2024-06-30 | $565k | 5.8k | 97.06 |
| 2024-03-31 | $1.7M | 18k | 97.94 |
| 2023-12-31 | $4.5M | 46k | 99.25 |
| 2023-09-30 | $878k | 9.3k | 94.04 |
| 2023-06-30 | $953k | 9.7k | 97.95 |
| 2023-03-31 | $880k | 8.8k | 99.65 |
| 2022-12-31 | $910k | 9.4k | 96.95 |
| 2022-09-30 | $1.4M | 15k | 96.31 |
| 2022-06-30 | $4.0M | 40k | 101.67 |
| 2022-03-31 | $20M | 190k | 107.10 |
| 2021-12-31 | $21M | 184k | 114.08 |
| 2021-09-30 | $21M | 179k | 114.83 |
| 2021-06-30 | $17M | 145k | 113.83 |
| 2021-03-31 | $17M | 145k | 113.83 |
| 2020-12-31 | $15M | 125k | 118.19 |
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