iShares Lehman Aggregate Bond shares owned by Madison Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison Wealth Management investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Madison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Madison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $475k | 5.0k | 94.04 |
2023-06-30 | $517k | 5.3k | 97.94 |
2023-03-31 | $506k | 5.1k | 99.64 |
2022-12-31 | $496k | 5.1k | 96.99 |
2022-09-30 | $487k | 5.1k | 96.40 |
2022-06-30 | $516k | 5.1k | 101.67 |
2022-03-31 | $1.5M | 15k | 107.11 |
2021-12-31 | $3.5M | 30k | 114.07 |
2021-09-30 | $598k | 5.2k | 114.89 |
2021-06-30 | $771k | 6.7k | 115.33 |
2021-03-31 | $1.2M | 11k | 113.79 |
2020-12-31 | $805k | 6.8k | 118.19 |
2020-09-30 | $707k | 6.0k | 118.01 |
2020-06-30 | $831k | 7.0k | 118.19 |
2020-03-31 | $516k | 4.5k | 115.28 |
2019-12-31 | $211k | 1.9k | 112.47 |
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