iShares Lehman Aggregate Bond shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $670k | 6.2k | 107.32 |
| 2017-12-31 | $6.6M | 61k | 109.33 |
| 2017-09-30 | $4.2M | 39k | 109.58 |
| 2017-06-30 | $4.2M | 38k | 109.49 |
| 2017-03-31 | $3.8M | 35k | 108.47 |
| 2016-12-31 | $3.6M | 33k | 108.04 |
| 2016-09-30 | $6.7M | 59k | 112.41 |
| 2016-06-30 | $6.1M | 54k | 112.61 |
| 2016-03-31 | $5.6M | 51k | 110.81 |
| 2015-12-31 | $6.7M | 62k | 108.01 |
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