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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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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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 |
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