iShares Lehman Aggregate Bond shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 6.5k | 100.25 |
| 2025-06-30 | $1.4M | 14k | 99.20 |
| 2025-03-31 | $465k | 4.7k | 98.92 |
| 2024-06-30 | $287k | 3.0k | 97.09 |
| 2024-03-31 | $335k | 3.4k | 97.96 |
| 2023-12-31 | $229k | 2.3k | 99.28 |
| 2023-06-30 | $450k | 4.6k | 97.96 |
| 2023-03-31 | $269k | 2.7k | 99.63 |
| 2022-12-31 | $272k | 2.7k | 99.84 |
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