iShares Lehman Aggregate Bond shares owned by MTC Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MTC Wealth Management
from 13F filings
Historical chart of MTC Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by MTC Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 416k | 100.25 |
| 2025-06-30 | $42M | 418k | 99.20 |
| 2025-03-31 | $43M | 432k | 98.92 |
| 2024-12-31 | $44M | 449k | 96.90 |
| 2024-09-30 | $46M | 451k | 101.27 |
| 2024-06-30 | $44M | 449k | 97.07 |
| 2024-03-31 | $46M | 468k | 97.94 |
| 2023-12-31 | $47M | 478k | 99.25 |
| 2023-09-30 | $45M | 481k | 94.04 |
| 2023-06-30 | $38M | 385k | 97.95 |
| 2023-03-31 | $36M | 358k | 99.64 |
| 2022-12-31 | $27M | 276k | 96.99 |
| 2022-09-30 | $35M | 360k | 96.34 |
| 2022-06-30 | $37M | 365k | 101.68 |
| 2022-03-31 | $23M | 211k | 107.10 |
| 2021-12-31 | $22M | 189k | 114.08 |
| 2021-09-30 | $21M | 182k | 114.83 |
| 2021-03-31 | $18M | 160k | 113.83 |
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