iShares Lehman Aggregate Bond shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 59k | 99.25 |
| 2023-09-30 | $1.6M | 17k | 94.04 |
| 2023-06-30 | $1.5M | 15k | 97.95 |
| 2023-03-31 | $1.8M | 18k | 99.64 |
| 2022-12-31 | $1.6M | 17k | 96.99 |
| 2022-09-30 | $2.2M | 23k | 96.35 |
| 2022-06-30 | $1.5M | 15k | 101.68 |
| 2022-03-31 | $1.6M | 15k | 107.12 |
| 2021-12-31 | $1.5M | 13k | 114.10 |
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