iShares Lehman Aggregate Bond shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 135k | 100.25 |
| 2025-06-30 | $14M | 136k | 99.20 |
| 2025-03-31 | $14M | 140k | 98.92 |
| 2024-12-31 | $13M | 134k | 96.90 |
| 2024-09-30 | $14M | 135k | 101.27 |
| 2024-06-30 | $12M | 122k | 97.07 |
| 2024-03-31 | $12M | 120k | 97.94 |
| 2023-12-31 | $12M | 117k | 99.25 |
| 2023-09-30 | $10M | 108k | 94.04 |
| 2023-06-30 | $10M | 102k | 97.95 |
| 2023-03-31 | $9.9M | 99k | 99.64 |
| 2022-12-31 | $9.4M | 97k | 96.99 |
| 2022-09-30 | $8.6M | 89k | 96.34 |
| 2022-06-30 | $8.9M | 88k | 101.68 |
| 2022-03-31 | $9.4M | 88k | 107.20 |
| 2021-12-31 | $9.7M | 86k | 114.08 |
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