iShares Lehman Aggregate Bond shares owned by Lifestyle Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lifestyle Asset Management
from 13F filings
Historical chart of Lifestyle Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lifestyle Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 121k | 100.25 |
| 2025-06-30 | $8.5M | 86k | 99.20 |
| 2025-03-31 | $8.5M | 86k | 98.92 |
| 2024-12-31 | $7.9M | 82k | 96.90 |
| 2024-09-30 | $16M | 157k | 101.27 |
| 2024-06-30 | $7.3M | 75k | 97.07 |
| 2024-03-31 | $7.6M | 78k | 97.94 |
| 2023-12-31 | $11M | 112k | 99.25 |
| 2023-09-30 | $6.9M | 73k | 94.04 |
| 2023-06-30 | $6.7M | 69k | 97.95 |
| 2023-03-31 | $6.6M | 66k | 99.64 |
| 2022-12-31 | $6.4M | 66k | 96.99 |
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