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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All positions including iShares Lehman Aggregate Bond held by O'Brien Wealth Partners 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 |
---|---|---|---|
2024-03-31 | $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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