iShares Lehman Aggregate Bond shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 3.0k | 100.26 |
| 2025-06-30 | $277k | 2.8k | 98.13 |
| 2025-03-31 | $241k | 2.4k | 98.92 |
| 2024-12-31 | $272k | 2.8k | 96.92 |
| 2024-09-30 | $295k | 2.9k | 101.27 |
| 2024-06-30 | $283k | 2.9k | 97.07 |
| 2024-03-31 | $312k | 3.2k | 97.94 |
| 2023-12-31 | $483k | 4.9k | 99.25 |
| 2023-09-30 | $484k | 5.1k | 94.04 |
| 2023-06-30 | $520k | 5.4k | 97.01 |
| 2023-03-31 | $587k | 5.9k | 99.64 |
| 2022-12-31 | $563k | 5.8k | 96.99 |
| 2022-09-30 | $572k | 5.9k | 96.33 |
| 2022-06-30 | $609k | 5.9k | 103.17 |
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