iShares Lehman Aggregate Bond shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 47k | 100.25 |
| 2025-06-30 | $2.4M | 24k | 99.20 |
| 2025-03-31 | $1.5M | 15k | 98.92 |
| 2024-12-31 | $1.2M | 13k | 96.90 |
| 2024-09-30 | $6.6M | 66k | 101.27 |
| 2024-06-30 | $979k | 10k | 97.07 |
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-09-30 | $1.7M | 18k | 94.02 |
| 2023-06-30 | $2.4M | 25k | 97.94 |
| 2023-03-31 | $22k | 216 | 101.85 |
| 2020-12-31 | $783k | 6.6k | 117.84 |
| 2020-09-30 | $717k | 6.1k | 117.84 |
| 2020-06-30 | $1.2M | 11k | 117.84 |
| 2019-12-31 | $296k | 2.6k | 112.19 |
| 2019-09-30 | $1.2M | 11k | 113.13 |
| 2019-06-30 | $312k | 2.8k | 111.51 |
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