iShares Lehman Aggregate Bond shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $994k | 9.8k | 101.27 |
| 2024-06-30 | $1.0M | 11k | 97.07 |
| 2024-03-31 | $1.2M | 13k | 97.94 |
| 2023-12-31 | $1.6M | 16k | 99.25 |
| 2023-09-30 | $1.8M | 19k | 94.04 |
| 2023-06-30 | $11M | 115k | 97.95 |
| 2023-03-31 | $13M | 129k | 99.64 |
| 2022-12-31 | $2.0M | 21k | 96.99 |
| 2022-09-30 | $1.6M | 17k | 96.36 |
| 2022-06-30 | $1.7M | 17k | 101.66 |
| 2022-03-31 | $5.1M | 48k | 107.10 |
| 2021-12-31 | $22M | 190k | 114.08 |
| 2021-09-30 | $23M | 196k | 114.83 |
| 2021-06-30 | $26M | 222k | 115.33 |
| 2021-03-31 | $24M | 207k | 118.19 |
| 2020-12-31 | $25M | 208k | 118.19 |
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