iShares Lehman Aggregate Bond shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 64k | 97.94 |
| 2023-12-31 | $2.7M | 28k | 99.25 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $2.4M | 24k | 97.95 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $3.1M | 32k | 96.99 |
| 2022-09-30 | $3.9M | 41k | 96.35 |
| 2022-06-30 | $4.6M | 45k | 101.69 |
| 2022-03-31 | $5.9M | 55k | 107.11 |
| 2021-12-31 | $6.7M | 59k | 114.08 |
| 2021-09-30 | $7.9M | 69k | 114.83 |
| 2021-06-30 | $9.2M | 80k | 115.33 |
| 2021-03-31 | $11M | 96k | 113.83 |
| 2020-12-31 | $14M | 118k | 118.19 |
| 2020-09-30 | $15M | 125k | 118.06 |
| 2020-06-30 | $16M | 131k | 118.21 |
| 2020-03-31 | $18M | 158k | 115.37 |
| 2019-12-31 | $27M | 238k | 112.37 |
| 2019-09-30 | $29M | 260k | 113.17 |
| 2019-06-30 | $19M | 173k | 111.35 |
| 2019-03-31 | $6.3M | 58k | 109.06 |
| 2018-12-31 | $4.5M | 42k | 106.50 |
| 2018-09-30 | $4.1M | 39k | 105.52 |
| 2018-06-30 | $4.0M | 37k | 106.32 |
| 2018-03-31 | $1.2M | 11k | 107.23 |
| 2017-12-31 | $604k | 5.5k | 109.28 |
| 2017-09-30 | $420k | 3.8k | 109.46 |
| 2017-06-30 | $306k | 2.8k | 109.48 |
| 2017-03-31 | $273k | 2.5k | 108.64 |
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