iShares Lehman Aggregate Bond shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 332k | 100.25 |
| 2025-06-30 | $28M | 278k | 99.20 |
| 2025-03-31 | $26M | 259k | 98.92 |
| 2024-12-31 | $23M | 237k | 96.94 |
| 2024-09-30 | $36M | 358k | 101.28 |
| 2024-06-30 | $25M | 261k | 97.10 |
| 2024-03-31 | $6.9M | 70k | 97.96 |
| 2023-12-31 | $6.8M | 68k | 99.28 |
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