iShares Lehman Aggregate Bond shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $100M | 1.0M | 96.25 |
| 2024-03-31 | $100M | 1.0M | 97.94 |
| 2023-12-31 | $86M | 863k | 99.25 |
| 2023-09-30 | $89M | 960k | 92.75 |
| 2023-06-30 | $46M | 469k | 97.95 |
| 2023-03-31 | $44M | 438k | 99.64 |
| 2022-12-31 | $29M | 301k | 96.99 |
| 2022-09-30 | $27M | 283k | 96.34 |
| 2022-06-30 | $26M | 255k | 101.68 |
| 2022-03-31 | $17M | 161k | 107.10 |
| 2021-12-31 | $16M | 144k | 114.08 |
| 2021-09-30 | $17M | 146k | 114.83 |
| 2021-06-30 | $16M | 138k | 115.33 |
| 2021-03-31 | $15M | 128k | 113.83 |
| 2020-12-31 | $14M | 119k | 118.19 |
| 2020-09-30 | $14M | 117k | 118.06 |
| 2020-06-30 | $13M | 114k | 118.21 |
| 2020-03-31 | $13M | 110k | 115.37 |
| 2019-12-31 | $13M | 116k | 112.37 |
| 2019-09-30 | $12M | 110k | 113.15 |
| 2019-06-30 | $12M | 111k | 111.35 |
| 2019-03-31 | $12M | 112k | 109.07 |
| 2018-12-31 | $12M | 111k | 106.49 |
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