iShares Lehman Aggregate Bond shares owned by GoalFusion Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GoalFusion Wealth Management
from 13F filings
Historical chart of GoalFusion Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by GoalFusion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 503k | 100.25 |
| 2025-06-30 | $48M | 483k | 99.20 |
| 2025-03-31 | $47M | 474k | 98.92 |
| 2024-12-31 | $44M | 452k | 96.90 |
| 2024-09-30 | $43M | 422k | 101.27 |
| 2024-06-30 | $38M | 393k | 97.07 |
| 2024-03-31 | $36M | 363k | 97.94 |
| 2023-12-31 | $28M | 284k | 99.25 |
| 2023-09-30 | $26M | 280k | 94.04 |
| 2023-06-30 | $27M | 276k | 97.95 |
| 2023-03-31 | $26M | 261k | 99.64 |
| 2022-12-31 | $26M | 254k | 100.22 |
| 2022-09-30 | $24M | 252k | 96.34 |
| 2022-06-30 | $25M | 241k | 101.68 |
| 2022-03-31 | $25M | 235k | 107.02 |
| 2021-12-31 | $41M | 360k | 113.84 |
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