High Note Wealth »

iShares Lehman Aggregate Bond shares owned by High Note Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by High Note Wealth from 13F filings

Historical chart of High Note Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by High Note Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 13k 101.27
2024-06-30 $244k 2.5k 97.07
2024-03-31 $219k 2.2k 97.94
2022-06-30 $384k 3.8k 101.67
2022-03-31 $254k 2.4k 106.72
2021-12-31 $271k 2.4k 113.87
2021-09-30 $289k 2.5k 114.68
2021-06-30 $330k 2.9k 115.18
2021-03-31 $457k 4.0k 113.71
2020-12-31 $475k 4.0k 118.19