iShares Lehman Aggregate Bond shares owned by Independent Wealth Network
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network 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 Wealth Network consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $735k | 7.3k | 100.25 |
| 2025-06-30 | $640k | 6.4k | 99.20 |
| 2025-03-31 | $610k | 6.2k | 98.91 |
| 2024-12-31 | $381k | 3.9k | 96.90 |
| 2024-09-30 | $606k | 6.0k | 101.28 |
| 2024-06-30 | $591k | 6.1k | 97.06 |
| 2024-03-31 | $619k | 6.3k | 97.93 |
| 2023-12-31 | $613k | 6.2k | 99.25 |
| 2023-09-30 | $564k | 6.0k | 94.04 |
| 2023-06-30 | $541k | 5.5k | 97.95 |
| 2023-03-31 | $527k | 5.3k | 99.64 |
| 2022-12-31 | $520k | 5.4k | 96.99 |
| 2022-09-30 | $518k | 5.4k | 96.32 |
| 2022-06-30 | $560k | 5.5k | 101.65 |
| 2022-03-31 | $736k | 6.9k | 107.16 |
| 2021-12-31 | $507k | 4.4k | 114.16 |
| 2021-09-30 | $512k | 4.5k | 114.34 |
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