iShares Lehman Aggregate Bond shares owned by Northwest Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Northwest Wealth Management
from 13F filings
Historical chart of Northwest Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Northwest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $497k | 5.0k | 99.25 |
| 2023-09-30 | $497k | 5.3k | 94.04 |
| 2023-06-30 | $522k | 5.3k | 97.95 |
| 2023-03-31 | $642k | 6.4k | 99.64 |
| 2022-12-31 | $731k | 7.5k | 96.99 |
| 2022-09-30 | $898k | 9.3k | 96.37 |
| 2022-06-30 | $938k | 9.2k | 101.67 |
| 2022-03-31 | $1.4M | 13k | 107.08 |
| 2021-12-31 | $1.4M | 12k | 114.11 |
| 2021-09-30 | $1.4M | 12k | 114.86 |
| 2021-06-30 | $1.4M | 12k | 115.36 |
| 2021-03-31 | $1.7M | 15k | 113.80 |
| 2020-12-31 | $1.5M | 13k | 118.23 |
| 2020-09-30 | $1.2M | 11k | 118.05 |
| 2020-06-30 | $1.1M | 9.3k | 118.17 |
| 2020-03-31 | $1.1M | 9.3k | 115.34 |
| 2019-12-31 | $500k | 4.5k | 112.31 |
| 2019-09-30 | $514k | 4.5k | 113.12 |
| 2019-06-30 | $227k | 2.0k | 111.33 |
| 2019-03-31 | $258k | 2.4k | 108.86 |
| 2018-12-31 | $281k | 2.6k | 106.32 |
| 2018-09-30 | $328k | 3.1k | 105.67 |
| 2018-06-30 | $372k | 3.5k | 106.29 |
| 2018-03-31 | $484k | 4.5k | 107.29 |
| 2017-12-31 | $1.3M | 12k | 109.30 |
| 2017-09-30 | $1.1M | 10k | 109.56 |
| 2017-06-30 | $1.4M | 13k | 109.51 |
| 2017-03-31 | $1.5M | 14k | 108.46 |
| 2016-12-31 | $1.5M | 13k | 108.06 |
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