iShares Lehman Aggregate Bond shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 2.4k | 100.25 |
| 2025-06-30 | $239k | 2.4k | 99.20 |
| 2025-03-31 | $260k | 2.6k | 98.92 |
| 2024-12-31 | $258k | 2.7k | 96.90 |
| 2024-09-30 | $270k | 2.7k | 101.27 |
| 2024-06-30 | $268k | 2.8k | 97.07 |
| 2024-03-31 | $191k | 1.9k | 97.94 |
| 2023-12-31 | $183k | 1.8k | 99.25 |
| 2023-09-30 | $180k | 1.9k | 94.04 |
| 2023-06-30 | $185k | 1.9k | 97.95 |
| 2023-03-31 | $195k | 2.0k | 99.64 |
| 2022-12-31 | $191k | 2.0k | 96.99 |
| 2022-09-30 | $181k | 1.9k | 96.23 |
| 2022-06-30 | $191k | 1.9k | 101.54 |
| 2022-03-31 | $201k | 1.9k | 107.20 |
| 2021-12-31 | $214k | 1.9k | 114.13 |
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