iShares Lehman Aggregate Bond shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Middleton & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 3.3k | 100.25 |
| 2025-06-30 | $322k | 3.3k | 99.20 |
| 2025-03-31 | $322k | 3.3k | 98.92 |
| 2024-12-31 | $380k | 3.9k | 96.90 |
| 2024-09-30 | $329k | 3.3k | 101.27 |
| 2024-06-30 | $316k | 3.3k | 97.07 |
| 2024-03-31 | $408k | 4.2k | 97.94 |
| 2023-09-30 | $441k | 4.7k | 94.04 |
| 2023-06-30 | $459k | 4.7k | 97.95 |
| 2023-03-31 | $467k | 4.7k | 99.64 |
| 2022-12-31 | $454k | 4.7k | 96.99 |
| 2022-09-30 | $1.3M | 14k | 96.31 |
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