iShares Lehman Aggregate Bond shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 26k | 100.23 |
| 2025-06-30 | $2.0M | 20k | 99.19 |
| 2025-03-31 | $1.9M | 19k | 98.92 |
| 2024-12-31 | $1.9M | 19k | 96.90 |
| 2024-09-30 | $1.9M | 19k | 101.26 |
| 2024-03-31 | $1.8M | 19k | 97.93 |
| 2023-12-31 | $1.9M | 19k | 99.24 |
| 2023-09-30 | $3.9M | 41k | 94.05 |
| 2023-06-30 | $1.7M | 17k | 97.95 |
| 2023-03-31 | $2.3M | 23k | 99.64 |
| 2022-12-31 | $2.2M | 22k | 96.99 |
| 2022-09-30 | $2.1M | 22k | 96.35 |
| 2022-06-30 | $2.4M | 23k | 101.69 |
| 2022-03-31 | $3.0M | 28k | 107.12 |
| 2021-12-31 | $3.3M | 29k | 114.08 |
| 2021-09-30 | $3.2M | 28k | 114.84 |
| 2021-06-30 | $2.3M | 20k | 115.33 |
| 2021-03-31 | $2.2M | 19k | 113.82 |
| 2020-12-31 | $2.3M | 19k | 118.15 |
| 2020-09-30 | $1.3M | 11k | 117.96 |
| 2020-06-30 | $351k | 3.0k | 117.90 |
| 2020-03-31 | $306k | 2.7k | 115.17 |
| 2019-12-31 | $315k | 2.8k | 112.38 |
| 2019-09-30 | $264k | 2.3k | 113.06 |
| 2019-06-30 | $2.2M | 2.0k | 1113.45 |
| 2019-03-31 | $1.9M | 1.8k | 1091.07 |
| 2018-06-30 | $229k | 2.2k | 106.41 |
| 2017-12-31 | $316k | 2.9k | 109.15 |
| 2017-09-30 | $317k | 2.9k | 109.61 |
| 2017-06-30 | $316k | 2.9k | 109.38 |
| 2017-03-31 | $306k | 306k | 1.00 |
| 2016-12-31 | $286k | 2.6k | 108.01 |
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