iShares Lehman Aggregate Bond shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 2.4k | 101.27 |
| 2024-06-30 | $231k | 2.4k | 97.07 |
| 2022-03-31 | $4.3M | 40k | 107.09 |
| 2021-12-31 | $4.6M | 40k | 114.08 |
| 2021-09-30 | $4.7M | 41k | 114.82 |
| 2021-06-30 | $4.8M | 42k | 115.34 |
| 2021-03-31 | $4.8M | 42k | 113.82 |
| 2020-12-31 | $5.6M | 48k | 118.19 |
| 2020-09-30 | $4.9M | 42k | 118.07 |
| 2020-06-30 | $2.9M | 25k | 118.20 |
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