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iShares Lehman Aggregate Bond shares owned by NewEdge Wealth

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

Historical chart of NewEdge 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 NewEdge 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 111k 101.27
2024-06-30 $6.0M 61k 97.07
2024-03-31 $6.2M 65k 95.70
2023-12-31 $6.5M 66k 99.25
2023-09-30 $5.7M 61k 94.04
2023-06-30 $3.5M 36k 97.95
2023-03-31 $3.6M 36k 99.64
2022-12-31 $3.9M 41k 96.99
2022-09-30 $4.0M 41k 96.35
2022-06-30 $3.5M 35k 101.69
2022-03-31 $4.0M 38k 107.11
2021-12-31 $4.8M 42k 114.09
2021-09-30 $4.5M 39k 114.82
2021-06-30 $4.1M 35k 115.34
2021-03-31 $4.0M 35k 113.82
2020-12-31 $1.0M 8.8k 118.18