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iShares Lehman Aggregate Bond shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 163 97.94
2023-12-31 $16k 163 99.25
2023-09-30 $15k 163 94.04
2022-09-30 $0 0 0.00
2022-06-30 $328k 3.2k 101.61
2022-03-31 $1.2M 12k 107.08
2021-12-31 $2.3M 20k 114.10
2021-09-30 $3.2M 28k 114.85
2021-06-30 $5.4M 47k 115.35
2021-03-31 $5.5M 48k 113.84
2020-12-31 $6.3M 53k 118.21
2020-09-30 $6.9M 58k 118.08
2020-06-30 $7.3M 62k 118.21
2020-03-31 $9.0M 78k 115.38
2019-12-31 $9.5M 85k 112.38