iShares Lehman Aggregate Bond shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $465k | 4.6k | 100.25 |
| 2025-06-30 | $472k | 4.8k | 99.20 |
| 2025-03-31 | $471k | 4.8k | 98.92 |
| 2024-12-31 | $678k | 7.0k | 96.90 |
| 2024-09-30 | $818k | 8.1k | 101.27 |
| 2024-06-30 | $744k | 7.7k | 97.07 |
| 2024-03-31 | $21M | 210k | 97.94 |
| 2023-12-31 | $19M | 193k | 99.25 |
| 2023-09-30 | $16M | 172k | 94.04 |
| 2023-06-30 | $14M | 138k | 97.95 |
| 2023-03-31 | $11M | 109k | 99.64 |
| 2022-12-31 | $8.1M | 84k | 96.99 |
| 2022-09-30 | $6.8M | 70k | 96.34 |
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