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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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
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