iShares Lehman Aggregate Bond shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 43k | 100.25 |
| 2025-06-30 | $3.5M | 36k | 99.20 |
| 2025-03-31 | $3.1M | 31k | 98.92 |
| 2024-12-31 | $949k | 9.8k | 96.90 |
| 2024-09-30 | $977k | 9.7k | 101.27 |
| 2024-06-30 | $900k | 9.3k | 97.07 |
| 2024-03-31 | $1.1M | 11k | 97.94 |
| 2023-12-31 | $2.2M | 22k | 99.25 |
| 2023-09-30 | $2.6M | 28k | 94.04 |
| 2023-06-30 | $2.7M | 27k | 97.95 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $2.1M | 22k | 96.99 |
| 2022-09-30 | $2.5M | 26k | 96.35 |
| 2022-06-30 | $1.8M | 18k | 101.67 |
| 2022-03-31 | $2.6M | 25k | 107.10 |
| 2021-12-31 | $2.3M | 20k | 114.07 |
| 2021-09-30 | $2.6M | 23k | 114.82 |
| 2021-06-30 | $2.5M | 22k | 115.35 |
| 2021-03-31 | $1.9M | 17k | 113.81 |
| 2020-12-31 | $1.5M | 13k | 118.15 |
| 2020-09-30 | $669k | 5.7k | 118.07 |
| 2020-06-30 | $400k | 3.4k | 118.06 |
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