iShares Lehman Aggregate Bond shares owned by Legacy Private Trust
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32M | 331k | 97.94 |
| 2023-12-31 | $34M | 338k | 99.25 |
| 2023-09-30 | $41M | 441k | 94.04 |
| 2023-06-30 | $39M | 397k | 97.95 |
| 2023-03-31 | $33M | 326k | 99.64 |
| 2022-12-31 | $30M | 306k | 96.99 |
| 2022-09-30 | $31M | 326k | 96.34 |
| 2022-06-30 | $45M | 443k | 101.68 |
| 2022-03-31 | $47M | 435k | 107.10 |
| 2021-12-31 | $46M | 403k | 114.08 |
| 2021-09-30 | $50M | 438k | 114.83 |
| 2021-06-30 | $44M | 382k | 115.33 |
| 2021-03-31 | $39M | 344k | 113.83 |
| 2020-12-31 | $38M | 320k | 118.19 |
| 2020-09-30 | $35M | 299k | 118.06 |
| 2020-06-30 | $39M | 330k | 118.21 |
| 2020-03-31 | $44M | 382k | 115.37 |
| 2019-12-31 | $44M | 395k | 112.37 |
| 2019-09-30 | $33M | 292k | 113.17 |
| 2019-06-30 | $29M | 259k | 111.35 |
| 2019-03-31 | $19M | 171k | 109.07 |
| 2018-12-31 | $662k | 6.2k | 106.57 |
| 2013-06-30 | $268k | 2.5k | 107.16 |
| 2012-09-30 | $1.3M | 11k | 112.41 |
| 2012-06-30 | $1.3M | 12k | 111.32 |
| 2012-03-31 | $1.4M | 13k | 109.85 |
| 2011-12-31 | $1.6M | 14k | 110.24 |
| 2011-09-30 | $1.8M | 16k | 110.09 |
| 2011-06-30 | $2.1M | 20k | 106.68 |
| 2011-03-31 | $4.0M | 38k | 105.14 |
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