iShares Lehman Aggregate Bond shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 2.6k | 100.25 |
| 2025-06-30 | $281k | 2.8k | 99.20 |
| 2025-03-31 | $280k | 2.8k | 98.92 |
| 2024-12-31 | $275k | 2.8k | 96.90 |
| 2024-09-30 | $305k | 3.0k | 101.27 |
| 2024-06-30 | $313k | 3.2k | 97.07 |
| 2024-03-31 | $315k | 3.2k | 97.94 |
| 2023-12-31 | $300k | 3.0k | 99.25 |
| 2023-09-30 | $303k | 3.2k | 94.04 |
| 2023-06-30 | $315k | 3.2k | 97.95 |
| 2023-03-31 | $301k | 3.0k | 99.64 |
| 2022-12-31 | $410k | 4.2k | 96.99 |
| 2022-09-30 | $853k | 8.9k | 96.33 |
| 2022-06-30 | $902k | 8.9k | 101.66 |
| 2022-03-31 | $786k | 7.3k | 107.07 |
| 2021-12-31 | $584k | 5.1k | 114.17 |
| 2021-09-30 | $523k | 4.6k | 114.82 |
| 2021-06-30 | $525k | 4.6k | 115.26 |
| 2021-03-31 | $520k | 4.6k | 113.91 |
| 2020-12-31 | $315k | 2.7k | 118.33 |
| 2020-09-30 | $231k | 2.0k | 118.28 |
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