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
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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 |
|---|---|---|---|
| 2025-09-30 | $30M | 296k | 99.87 |
| 2025-06-30 | $25M | 247k | 99.13 |
| 2025-03-31 | $23M | 234k | 98.92 |
| 2024-12-31 | $16M | 168k | 96.90 |
| 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 |
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