iShares Lehman Aggregate Bond shares owned by MGO Private Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MGO Private Wealth
from 13F filings
Historical chart of MGO Private Wealth investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by MGO Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 98k | 100.25 |
| 2025-06-30 | $9.7M | 98k | 99.20 |
| 2025-03-31 | $11M | 106k | 98.92 |
| 2024-12-31 | $10M | 107k | 96.90 |
| 2024-09-30 | $11M | 108k | 101.27 |
| 2024-06-30 | $11M | 108k | 97.07 |
| 2024-03-31 | $11M | 108k | 97.94 |
| 2023-12-31 | $11M | 110k | 99.25 |
| 2023-09-30 | $4.8M | 51k | 94.04 |
| 2023-06-30 | $5.2M | 54k | 97.95 |
| 2023-03-31 | $5.3M | 54k | 99.64 |
| 2022-12-31 | $6.6M | 68k | 96.99 |
| 2022-09-30 | $10M | 108k | 96.34 |
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