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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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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
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