iShares Lehman Aggregate Bond shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 57k | 100.25 |
| 2025-06-30 | $5.3M | 54k | 99.20 |
| 2025-03-31 | $5.5M | 55k | 98.92 |
| 2024-12-31 | $5.8M | 60k | 96.90 |
| 2024-09-30 | $5.4M | 53k | 101.28 |
| 2024-06-30 | $3.1M | 32k | 97.07 |
| 2024-03-31 | $2.5M | 26k | 97.94 |
| 2023-12-31 | $1.6M | 17k | 99.25 |
| 2023-09-30 | $1.1M | 12k | 94.04 |
| 2023-06-30 | $528k | 5.4k | 97.95 |
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