iShares Lehman Aggregate Bond shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 78k | 100.25 |
| 2025-06-30 | $6.8M | 69k | 99.20 |
| 2025-03-31 | $7.1M | 72k | 98.92 |
| 2024-12-31 | $7.5M | 78k | 96.90 |
| 2024-09-30 | $7.1M | 70k | 101.27 |
| 2024-06-30 | $6.7M | 69k | 97.07 |
| 2024-03-31 | $6.5M | 66k | 97.94 |
| 2023-12-31 | $6.1M | 62k | 99.25 |
| 2023-09-30 | $6.7M | 71k | 94.04 |
| 2023-06-30 | $6.6M | 68k | 97.95 |
| 2023-03-31 | $2.8M | 28k | 99.64 |
| 2022-12-31 | $2.6M | 27k | 96.99 |
| 2022-09-30 | $2.6M | 27k | 96.33 |
| 2022-06-30 | $6.3M | 62k | 101.68 |
| 2022-03-31 | $5.2M | 48k | 107.09 |
| 2021-12-31 | $6.2M | 54k | 114.06 |
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