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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by High Note Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 115k | 100.25 |
| 2025-06-30 | $11M | 109k | 99.20 |
| 2025-03-31 | $16M | 164k | 98.92 |
| 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 |
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