iShares Lehman Aggregate Bond shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 14k | 97.94 |
| 2023-12-31 | $1.2M | 12k | 99.25 |
| 2023-09-30 | $1.1M | 12k | 94.04 |
| 2023-06-30 | $1.2M | 12k | 97.95 |
| 2023-03-31 | $985k | 9.9k | 99.64 |
| 2022-12-31 | $909k | 9.4k | 96.99 |
| 2022-09-30 | $870k | 9.0k | 96.36 |
| 2022-06-30 | $557k | 5.5k | 101.62 |
| 2022-03-31 | $628k | 5.9k | 107.15 |
| 2021-12-31 | $333k | 2.9k | 114.00 |
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