iShares Lehman Aggregate Bond shares owned by MN Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MN Wealth Advisors
from 13F filings
Historical chart of MN Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by MN Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 72k | 100.25 |
| 2025-06-30 | $6.7M | 68k | 99.20 |
| 2025-03-31 | $3.5M | 36k | 98.92 |
| 2024-12-31 | $3.6M | 37k | 96.90 |
| 2024-09-30 | $3.3M | 33k | 101.27 |
| 2024-06-30 | $541k | 5.6k | 97.08 |
| 2024-03-31 | $580k | 5.9k | 97.95 |
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