iShares Lehman Aggregate Bond shares owned by GW & Wade
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by GW & Wade consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $352k | 3.6k | 99.15 |
2023-09-30 | $470k | 5.0k | 94.13 |
2023-06-30 | $476k | 4.9k | 97.88 |
2023-03-31 | $484k | 4.9k | 99.71 |
2022-12-31 | $471k | 4.9k | 96.93 |
2022-09-30 | $1.8M | 19k | 96.32 |
2022-06-30 | $1.9M | 19k | 101.67 |
2022-03-31 | $2.1M | 19k | 107.09 |
2021-12-31 | $2.1M | 19k | 114.07 |
2021-09-30 | $2.2M | 19k | 114.81 |
2021-06-30 | $2.2M | 19k | 115.33 |
2021-03-31 | $2.2M | 19k | 113.80 |
2020-12-31 | $2.3M | 19k | 118.20 |
2020-09-30 | $2.2M | 19k | 118.07 |
2020-06-30 | $2.2M | 19k | 118.23 |
2020-03-31 | $2.3M | 20k | 115.35 |
2019-12-31 | $1.9M | 17k | 112.39 |
2019-09-30 | $1.3M | 12k | 113.15 |
2019-06-30 | $1.3M | 12k | 111.37 |
2019-03-31 | $1.3M | 12k | 109.05 |
2018-12-31 | $1.2M | 12k | 106.51 |
2018-09-30 | $1.4M | 13k | 105.55 |
2018-06-30 | $1.4M | 13k | 106.32 |
2018-03-31 | $2.3M | 22k | 107.23 |
2017-12-31 | $2.4M | 22k | 109.31 |
2017-09-30 | $2.4M | 22k | 109.58 |
2017-06-30 | $2.3M | 21k | 109.51 |
2017-03-31 | $2.3M | 22k | 108.50 |
2016-12-31 | $2.1M | 20k | 108.04 |
2016-09-30 | $2.2M | 20k | 112.43 |
2016-06-30 | $2.2M | 20k | 112.60 |
2016-03-31 | $2.2M | 20k | 110.82 |
2015-12-31 | $1.3M | 12k | 108.03 |
2015-09-30 | $1.3M | 12k | 109.54 |
2015-06-30 | $1.3M | 12k | 108.77 |
2015-03-31 | $1.3M | 12k | 111.42 |
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