iShares Lehman Aggregate Bond shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 109k | 101.27 |
| 2024-06-30 | $8.0M | 82k | 97.07 |
| 2024-03-31 | $7.4M | 76k | 97.94 |
| 2023-09-30 | $7.6M | 81k | 94.04 |
| 2023-06-30 | $11M | 110k | 97.95 |
| 2023-03-31 | $10M | 104k | 99.64 |
| 2022-12-31 | $6.9M | 72k | 96.99 |
| 2022-09-30 | $6.8M | 71k | 96.34 |
| 2022-06-30 | $6.3M | 62k | 101.68 |
| 2022-03-31 | $13M | 123k | 107.10 |
| 2021-12-31 | $16M | 136k | 114.08 |
| 2021-09-30 | $18M | 154k | 114.83 |
| 2021-06-30 | $25M | 216k | 115.33 |
| 2021-03-31 | $24M | 209k | 113.83 |
| 2020-12-31 | $26M | 222k | 118.19 |
| 2020-09-30 | $24M | 204k | 118.06 |
| 2020-06-30 | $17M | 140k | 118.21 |
| 2020-03-31 | $24M | 210k | 115.37 |
| 2019-12-31 | $18M | 161k | 112.37 |
| 2019-09-30 | $5.4M | 48k | 113.17 |
| 2019-06-30 | $4.5M | 43k | 105.49 |
| 2019-03-31 | $2.7M | 25k | 109.06 |
| 2018-12-31 | $1.3M | 13k | 106.51 |
| 2018-09-30 | $1.2M | 11k | 105.26 |
| 2018-06-30 | $1.0M | 9.8k | 105.98 |
| 2018-03-31 | $1.1M | 10k | 106.87 |
| 2017-12-31 | $1.0M | 9.5k | 109.14 |
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