iShares Lehman Aggregate Bond shares owned by Hrc Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Hrc Wealth Management
from 13F filings
Historical chart of Hrc Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Hrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $873k | 8.7k | 99.88 |
| 2025-09-30 | $886k | 8.8k | 100.25 |
| 2025-06-30 | $899k | 9.1k | 99.20 |
| 2025-03-31 | $966k | 9.8k | 98.92 |
| 2024-12-31 | $948k | 9.8k | 96.90 |
| 2024-09-30 | $985k | 9.7k | 101.27 |
| 2024-06-30 | $978k | 10k | 97.07 |
| 2024-03-31 | $1.0M | 11k | 97.94 |
| 2023-12-31 | $1.1M | 11k | 99.25 |
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