iShares Lehman Aggregate Bond shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 117k | 100.25 |
| 2025-06-30 | $12M | 117k | 99.20 |
| 2025-03-31 | $12M | 116k | 98.92 |
| 2024-12-31 | $11M | 115k | 96.90 |
| 2024-09-30 | $15M | 148k | 101.27 |
| 2024-06-30 | $15M | 151k | 97.07 |
| 2024-03-31 | $15M | 150k | 97.94 |
| 2023-12-31 | $14M | 140k | 99.25 |
| 2023-09-30 | $14M | 144k | 94.04 |
| 2023-06-30 | $14M | 138k | 97.95 |
| 2023-03-31 | $14M | 139k | 99.64 |
| 2022-12-31 | $14M | 140k | 96.99 |
| 2022-09-30 | $12M | 127k | 96.34 |
| 2022-06-30 | $13M | 131k | 101.68 |
| 2022-03-31 | $15M | 140k | 107.10 |
| 2021-12-31 | $16M | 141k | 114.08 |
| 2021-09-30 | $17M | 148k | 114.83 |
| 2021-06-30 | $18M | 157k | 115.33 |
| 2021-03-31 | $18M | 161k | 113.83 |
| 2020-12-31 | $15M | 130k | 118.19 |
| 2020-09-30 | $13M | 110k | 118.06 |
| 2020-06-30 | $11M | 91k | 118.21 |
| 2020-03-31 | $9.3M | 81k | 115.37 |
| 2019-12-31 | $9.5M | 84k | 112.37 |
More positions owned by Independent Solutions Wealth Management
View all positions for Independent Solutions Wealth Management
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond