iShares Lehman Aggregate Bond shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma 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 Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 496k | 100.25 |
| 2025-06-30 | $49M | 489k | 99.20 |
| 2025-03-31 | $47M | 475k | 98.92 |
| 2024-12-31 | $43M | 444k | 96.90 |
| 2024-09-30 | $43M | 421k | 101.27 |
| 2024-06-30 | $39M | 397k | 97.07 |
| 2024-03-31 | $37M | 379k | 97.94 |
| 2023-12-31 | $32M | 320k | 99.25 |
| 2023-09-30 | $29M | 307k | 94.04 |
| 2023-06-30 | $28M | 291k | 96.93 |
| 2023-03-31 | $19M | 191k | 99.96 |
| 2022-12-31 | $3.1M | 32k | 96.34 |
| 2022-09-30 | $3.1M | 32k | 96.34 |
| 2022-06-30 | $2.9M | 29k | 101.67 |
| 2022-03-31 | $3.1M | 29k | 107.10 |
| 2021-12-31 | $3.6M | 32k | 114.08 |
| 2021-09-30 | $11M | 92k | 114.83 |
| 2021-06-30 | $10M | 89k | 115.33 |
| 2021-03-31 | $11M | 94k | 113.83 |
| 2020-12-31 | $18M | 152k | 118.19 |
| 2019-09-30 | $14M | 120k | 113.17 |
| 2019-06-30 | $13M | 113k | 111.35 |
| 2019-03-31 | $11M | 105k | 109.07 |
| 2018-12-31 | $8.5M | 80k | 106.50 |
| 2018-09-30 | $14k | 128 | 109.38 |
| 2018-06-30 | $77k | 728 | 105.77 |
| 2018-03-31 | $2.5M | 24k | 107.26 |
| 2017-12-31 | $3.3M | 31k | 107.21 |
| 2017-09-30 | $6.2M | 57k | 109.58 |
| 2017-06-30 | $6.0M | 55k | 109.51 |
| 2017-03-31 | $6.1M | 56k | 108.49 |
| 2016-12-31 | $6.1M | 56k | 108.05 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond