iShares Lehman Aggregate Bond shares owned by Fundamentun
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $967k | 9.6k | 100.26 |
| 2025-06-30 | $970k | 9.8k | 99.20 |
| 2025-03-31 | $942k | 9.5k | 98.93 |
| 2024-12-31 | $2.3M | 23k | 96.90 |
| 2024-09-30 | $274k | 2.7k | 101.27 |
| 2024-06-30 | $204k | 2.1k | 97.09 |
| 2024-03-31 | $438k | 4.5k | 97.95 |
| 2023-12-31 | $1.5M | 15k | 99.25 |
| 2023-03-31 | $325k | 3.3k | 99.65 |
| 2022-12-31 | $346k | 3.6k | 96.99 |
| 2022-09-30 | $904k | 9.4k | 96.39 |
| 2022-06-30 | $604k | 5.9k | 101.65 |
| 2022-03-31 | $1.1M | 10k | 107.12 |
| 2021-12-31 | $1.3M | 11k | 114.09 |
| 2021-09-30 | $2.3M | 20k | 114.82 |
| 2021-03-31 | $793k | 7.0k | 113.89 |
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