iShares Lehman Aggregate Bond shares owned by Merkkuri Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Merkkuri Wealth Advisors
from 13F filings
Historical chart of Merkkuri Wealth Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Merkkuri Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 37k | 100.25 |
| 2025-06-30 | $3.3M | 33k | 99.20 |
| 2025-03-31 | $3.2M | 32k | 98.92 |
| 2024-12-31 | $3.4M | 35k | 96.90 |
| 2024-09-30 | $3.3M | 32k | 101.27 |
| 2024-06-30 | $2.7M | 28k | 97.07 |
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