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iShares Lehman Aggregate Bond shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 59k 101.27
2024-06-30 $6.1M 63k 97.07
2024-03-31 $228k 2.3k 97.94
2022-03-31 $536k 5.0k 107.11
2021-09-30 $246k 2.1k 114.95
2020-09-30 $7.2M 61k 118.06
2020-06-30 $7.2M 61k 118.22
2020-03-31 $7.0M 60k 115.37
2018-12-31 $497k 4.7k 106.72
2018-09-30 $630k 6.0k 105.56
2018-06-30 $573k 5.4k 106.35
2018-03-31 $577k 5.4k 107.25
2016-09-30 $9.2M 82k 112.42
2016-06-30 $1.4M 12k 112.65
2013-12-31 $9.0M 85k 106.43
2013-03-31 $9.3M 84k 110.73