iShares Lehman Aggregate Bond shares owned by Karpus Investment Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Karpus Investment Management
from 13F filings
Historical chart of Karpus Investment Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Karpus Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 2.8k | 100.25 |
| 2023-03-31 | $537k | 5.4k | 99.64 |
| 2022-12-31 | $874k | 9.0k | 96.99 |
| 2022-09-30 | $2.5M | 26k | 96.33 |
| 2022-06-30 | $3.6M | 36k | 101.69 |
| 2022-03-31 | $4.1M | 38k | 107.10 |
| 2021-12-31 | $3.6M | 31k | 114.08 |
| 2021-09-30 | $5.3M | 46k | 114.83 |
| 2021-06-30 | $2.4M | 21k | 115.33 |
| 2021-03-31 | $390k | 3.4k | 113.87 |
| 2020-12-31 | $405k | 3.4k | 118.25 |
| 2020-09-30 | $404k | 3.4k | 117.96 |
| 2020-06-30 | $405k | 3.4k | 118.25 |
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