iShares Lehman Aggregate Bond shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 92k | 97.07 |
| 2024-06-30 | $8.9M | 92k | 97.07 |
| 2024-03-31 | $8.0M | 82k | 97.94 |
| 2023-09-30 | $3.8M | 41k | 94.04 |
| 2023-06-30 | $3.7M | 38k | 97.95 |
| 2023-03-31 | $3.5M | 35k | 99.64 |
| 2022-12-31 | $5.7M | 59k | 96.99 |
| 2022-09-30 | $6.0M | 62k | 96.33 |
| 2022-06-30 | $4.7M | 46k | 101.68 |
| 2022-03-31 | $4.2M | 39k | 107.10 |
| 2021-12-31 | $7.4M | 65k | 114.08 |
| 2021-09-30 | $4.0M | 35k | 114.84 |
| 2021-06-30 | $3.9M | 34k | 115.32 |
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