iShares Lehman Aggregate Bond shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 15k | 99.88 |
| 2025-09-30 | $351k | 3.5k | 100.25 |
| 2025-06-30 | $240k | 2.4k | 99.20 |
| 2025-03-31 | $260k | 2.6k | 98.92 |
| 2024-12-31 | $255k | 2.6k | 96.90 |
| 2024-09-30 | $202k | 2.0k | 101.27 |
| 2024-03-31 | $209k | 2.1k | 97.94 |
| 2023-06-30 | $9.4M | 96k | 97.95 |
| 2023-03-31 | $9.7M | 98k | 99.64 |
| 2022-12-31 | $10M | 104k | 96.99 |
| 2022-09-30 | $10M | 104k | 96.34 |
| 2022-06-30 | $9.8M | 96k | 101.68 |
| 2021-03-31 | $710k | 6.2k | 114.31 |
| 2020-12-31 | $726k | 6.2k | 117.12 |
| 2020-06-30 | $306k | 2.6k | 118.70 |
| 2019-06-30 | $317k | 2.9k | 111.07 |
| 2019-03-31 | $311k | 2.9k | 108.97 |
| 2018-12-31 | $304k | 2.9k | 106.52 |
| 2017-12-31 | $798k | 7.3k | 109.62 |
| 2017-09-30 | $798k | 7.3k | 109.62 |
| 2017-06-30 | $961k | 8.8k | 109.57 |
| 2017-03-31 | $974k | 9.0k | 108.52 |
| 2016-12-31 | $970k | 9.0k | 108.08 |
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