iShares Lehman Aggregate Bond shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 119k | 100.25 |
| 2025-06-30 | $12M | 121k | 99.20 |
| 2025-03-31 | $12M | 121k | 98.92 |
| 2024-12-31 | $11M | 117k | 96.90 |
| 2024-09-30 | $12M | 118k | 101.27 |
| 2024-06-30 | $11M | 111k | 97.07 |
| 2024-03-31 | $11M | 108k | 97.94 |
| 2023-12-31 | $9.5M | 96k | 99.25 |
| 2023-09-30 | $4.1M | 44k | 94.04 |
| 2023-06-30 | $3.3M | 34k | 97.95 |
| 2023-03-31 | $3.3M | 33k | 99.64 |
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