iShares Lehman Aggregate Bond shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 100k | 100.25 |
| 2025-06-30 | $8.6M | 87k | 99.20 |
| 2025-03-31 | $6.7M | 68k | 98.92 |
| 2024-12-31 | $3.6M | 37k | 96.90 |
| 2024-09-30 | $1.7M | 17k | 101.27 |
| 2024-03-31 | $2.8M | 29k | 96.19 |
| 2023-12-31 | $970k | 9.8k | 99.25 |
| 2023-09-30 | $907k | 9.6k | 94.04 |
| 2023-06-30 | $1.6M | 16k | 97.95 |
| 2023-03-31 | $1.3M | 13k | 99.64 |
| 2022-12-31 | $1.8M | 19k | 96.99 |
| 2022-09-30 | $891k | 9.2k | 96.38 |
| 2022-06-30 | $1.3M | 13k | 101.72 |
| 2022-03-31 | $1.4M | 13k | 107.06 |
| 2021-12-31 | $1.5M | 13k | 114.11 |
| 2021-09-30 | $1.2M | 11k | 114.85 |
| 2021-06-30 | $1.4M | 12k | 115.33 |
| 2021-03-31 | $1.3M | 11k | 113.80 |
| 2020-12-31 | $949k | 8.0k | 118.24 |
| 2020-09-30 | $1.1M | 9.2k | 118.10 |
| 2020-06-30 | $1.1M | 9.3k | 118.26 |
| 2020-03-31 | $1.1M | 9.9k | 115.39 |
| 2019-12-31 | $1.6M | 14k | 112.36 |
| 2019-09-30 | $831k | 7.3k | 113.18 |
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