iShares Lehman Aggregate Bond shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.7M | 69k | 97.07 |
| 2024-03-31 | $6.7M | 68k | 97.94 |
| 2023-12-31 | $6.4M | 65k | 99.25 |
| 2022-12-31 | $25M | 253k | 96.99 |
| 2022-09-30 | $12M | 119k | 96.34 |
| 2022-06-30 | $12M | 113k | 101.68 |
| 2022-03-31 | $14M | 128k | 107.10 |
| 2021-09-30 | $12M | 103k | 114.83 |
| 2021-06-30 | $7.5M | 65k | 115.32 |
| 2021-03-31 | $2.8M | 25k | 113.84 |
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