iShares Lehman Aggregate Bond shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $65M | 640k | 101.27 |
| 2024-06-30 | $90M | 924k | 97.07 |
| 2024-03-31 | $87M | 891k | 97.94 |
| 2023-12-31 | $84M | 842k | 99.25 |
| 2023-09-30 | $81M | 862k | 94.04 |
| 2023-06-30 | $84M | 862k | 97.95 |
| 2023-03-31 | $85M | 855k | 99.64 |
| 2022-12-31 | $81M | 834k | 96.99 |
| 2022-09-30 | $76M | 784k | 96.34 |
| 2022-06-30 | $66M | 649k | 101.68 |
| 2022-03-31 | $77M | 716k | 107.10 |
| 2021-12-31 | $81M | 708k | 114.08 |
| 2021-09-30 | $80M | 698k | 114.83 |
| 2021-06-30 | $76M | 659k | 115.33 |
| 2021-03-31 | $71M | 623k | 113.83 |
| 2020-12-31 | $7.7M | 65k | 118.19 |
| 2013-12-31 | $217k | 2.0k | 106.32 |
| 2013-06-30 | $294k | 2.7k | 107.10 |
| 2013-03-31 | $434k | 3.9k | 110.71 |
| 2012-12-31 | $449k | 4.0k | 111.17 |
| 2012-09-30 | $450k | 4.0k | 112.44 |
| 2012-06-30 | $435k | 3.9k | 111.74 |
| 2012-03-31 | $607k | 5.5k | 109.96 |
| 2011-12-31 | $323k | 2.9k | 110.16 |
| 2011-09-30 | $253k | 2.3k | 110.10 |
| 2011-06-30 | $203k | 1.9k | 106.28 |
| 2010-12-31 | $515k | 4.9k | 105.81 |
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