iShares Lehman Aggregate Bond shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 101.27 |
| 2024-06-30 | $1.8M | 18k | 97.07 |
| 2024-03-31 | $2.2M | 22k | 97.94 |
| 2023-12-31 | $2.2M | 23k | 99.25 |
| 2023-09-30 | $2.2M | 23k | 94.04 |
| 2023-06-30 | $2.2M | 22k | 97.95 |
| 2023-03-31 | $2.0M | 20k | 99.64 |
| 2022-12-31 | $2.0M | 20k | 96.99 |
| 2022-09-30 | $2.3M | 24k | 96.33 |
| 2022-06-30 | $2.7M | 26k | 101.68 |
| 2022-03-31 | $4.3M | 41k | 107.10 |
| 2021-12-31 | $13M | 113k | 114.08 |
| 2021-09-30 | $13M | 115k | 114.83 |
| 2021-06-30 | $13M | 116k | 115.33 |
| 2021-03-31 | $13M | 112k | 113.83 |
| 2020-12-31 | $13M | 109k | 118.19 |
| 2020-09-30 | $13M | 106k | 118.06 |
| 2020-06-30 | $12M | 103k | 118.21 |
| 2020-03-31 | $12M | 100k | 115.37 |
| 2019-12-31 | $5.7M | 51k | 112.37 |
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