iShares Lehman Aggregate Bond shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $896k | 8.9k | 100.25 |
| 2025-06-30 | $901k | 9.1k | 99.20 |
| 2025-03-31 | $1.7k | 17 | 99.59 |
| 2024-12-31 | $1.7k | 17 | 97.47 |
| 2024-09-30 | $1.0M | 10k | 101.27 |
| 2024-06-30 | $1.1M | 11k | 97.07 |
| 2024-03-31 | $1.0M | 10k | 97.94 |
| 2023-12-31 | $647k | 6.5k | 99.26 |
| 2023-09-30 | $18k | 193 | 94.07 |
| 2023-06-30 | $19k | 190 | 97.77 |
| 2023-03-31 | $66k | 667 | 99.57 |
| 2022-12-31 | $36k | 371 | 97.04 |
| 2022-09-30 | $30k | 314 | 95.54 |
| 2021-03-31 | $5.0k | 46 | 108.70 |
| 2020-12-31 | $5.0k | 45 | 111.11 |
| 2020-09-30 | $9.0k | 79 | 113.92 |
| 2020-06-30 | $9.0k | 78 | 115.38 |
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