iShares Lehman Aggregate Bond shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 93k | 100.25 |
| 2025-06-30 | $9.0M | 91k | 99.20 |
| 2025-03-31 | $8.2M | 83k | 98.92 |
| 2024-12-31 | $7.4M | 76k | 96.90 |
| 2024-09-30 | $6.5M | 64k | 101.27 |
| 2024-06-30 | $1.6M | 16k | 97.07 |
| 2024-03-31 | $559k | 5.7k | 97.94 |
| 2023-12-31 | $497k | 5.0k | 99.25 |
| 2023-09-30 | $290k | 3.1k | 94.04 |
| 2023-03-31 | $237k | 2.4k | 99.63 |
| 2022-12-31 | $3.6M | 38k | 96.99 |
| 2022-06-30 | $6.6M | 65k | 101.68 |
| 2022-03-31 | $7.3M | 68k | 107.10 |
| 2021-12-31 | $9.7M | 85k | 114.08 |
| 2021-09-30 | $9.7M | 84k | 114.83 |
| 2021-06-30 | $9.6M | 83k | 115.33 |
| 2021-03-31 | $9.2M | 81k | 113.83 |
| 2020-12-31 | $7.6M | 65k | 117.92 |
| 2020-09-30 | $6.9M | 59k | 118.05 |
| 2020-06-30 | $6.5M | 55k | 118.20 |
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