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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All positions including iShares Lehman Aggregate Bond held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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