iShares Lehman Aggregate Bond shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $243k | 2.5k | 97.95 |
| 2023-03-31 | $255k | 2.6k | 99.64 |
| 2022-12-31 | $282k | 2.9k | 96.99 |
| 2022-09-30 | $458k | 4.8k | 96.28 |
| 2022-06-30 | $2.0M | 19k | 101.67 |
| 2022-03-31 | $5.6M | 53k | 107.09 |
| 2021-12-31 | $6.1M | 53k | 114.07 |
| 2021-09-30 | $5.9M | 52k | 114.83 |
| 2021-06-30 | $5.5M | 48k | 115.33 |
| 2021-03-31 | $4.8M | 42k | 113.83 |
| 2020-12-31 | $2.9M | 25k | 118.20 |
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