iShares Lehman Aggregate Bond shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 194k | 100.25 |
| 2025-06-30 | $19M | 196k | 99.20 |
| 2025-03-31 | $20M | 202k | 98.92 |
| 2024-12-31 | $20M | 202k | 96.90 |
| 2024-09-30 | $21M | 202k | 101.27 |
| 2024-06-30 | $19M | 200k | 97.07 |
| 2024-03-31 | $14M | 138k | 97.94 |
| 2023-12-31 | $13M | 128k | 99.25 |
| 2023-09-30 | $12M | 123k | 94.04 |
| 2023-06-30 | $12M | 120k | 97.95 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $2.8M | 29k | 96.99 |
| 2022-09-30 | $3.0M | 31k | 96.34 |
| 2022-06-30 | $5.1M | 50k | 101.68 |
| 2022-03-31 | $6.1M | 57k | 107.10 |
| 2021-12-31 | $4.3M | 38k | 114.09 |
| 2021-09-30 | $582k | 5.1k | 114.79 |
| 2021-06-30 | $634k | 5.5k | 115.42 |
| 2021-03-31 | $551k | 4.8k | 113.77 |
| 2020-12-31 | $317k | 2.7k | 118.11 |
| 2020-09-30 | $272k | 2.3k | 117.85 |
| 2020-03-31 | $224k | 1.9k | 115.52 |
| 2016-12-31 | $280k | 2.6k | 107.98 |
| 2015-06-30 | $264k | 2.4k | 108.87 |
| 2015-03-31 | $282k | 2.5k | 111.59 |
| 2013-12-31 | $296k | 2.8k | 106.59 |
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