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iShares Lehman Aggregate Bond shares owned by Naviter Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Naviter Wealth from 13F filings

Historical chart of Naviter Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Naviter Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $569k 5.8k 97.95
2023-12-31 $594k 6.0k 99.26
2023-09-30 $606k 6.4k 94.04
2023-06-30 $625k 6.4k 97.95
2023-03-31 $705k 7.1k 99.65
2022-12-31 $13M 128k 100.28
2022-09-30 $10M 108k 96.34
2021-12-31 $3.4M 30k 114.08