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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

Tip: Access up to 7 years of quarterly data

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

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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
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