iShares Lehman Aggregate Bond shares owned by Genesis Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Genesis Wealth Advisors
from 13F filings
Historical chart of Genesis Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Genesis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 6.7k | 100.25 |
| 2025-06-30 | $670k | 6.8k | 99.20 |
| 2025-03-31 | $791k | 8.0k | 98.92 |
| 2024-12-31 | $842k | 8.7k | 96.90 |
| 2015-06-30 | $5.7M | 52k | 108.78 |
| 2015-03-31 | $5.4M | 48k | 111.58 |
| 2014-12-31 | $5.1M | 46k | 111.32 |
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