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
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All positions including iShares Lehman Aggregate Bond held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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