iShares Lehman Aggregate Bond shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $321k | 3.3k | 97.95 |
| 2024-06-30 | $249k | 2.6k | 97.08 |
| 2024-03-31 | $321k | 3.3k | 97.95 |
| 2023-12-31 | $3.3M | 33k | 99.25 |
| 2023-09-30 | $8.6M | 91k | 94.04 |
| 2023-06-30 | $2.5M | 26k | 97.95 |
| 2023-03-31 | $901k | 9.3k | 97.29 |
| 2022-12-31 | $899k | 9.3k | 96.99 |
| 2022-09-30 | $954k | 9.9k | 96.41 |
| 2022-06-30 | $945k | 9.3k | 101.67 |
| 2022-03-31 | $798k | 7.5k | 107.11 |
| 2021-12-31 | $819k | 7.2k | 114.10 |
| 2021-09-30 | $956k | 8.3k | 114.79 |
| 2021-06-30 | $928k | 8.0k | 115.37 |
| 2021-03-31 | $849k | 7.5k | 113.85 |
| 2020-12-31 | $6.5M | 55k | 118.19 |
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