iShares Lehman Aggregate Bond shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 8.0k | 175.65 |
| 2025-09-30 | $1.4M | 14k | 100.25 |
| 2025-06-30 | $795k | 8.0k | 99.20 |
| 2025-03-31 | $1.3M | 14k | 98.92 |
| 2023-06-30 | $347k | 3.5k | 97.95 |
| 2023-03-31 | $361k | 3.6k | 99.64 |
| 2022-12-31 | $1.2M | 13k | 96.99 |
| 2022-09-30 | $306k | 3.2k | 96.29 |
| 2022-06-30 | $227k | 2.2k | 101.70 |
| 2022-03-31 | $302k | 2.8k | 107.13 |
| 2021-12-31 | $286k | 2.5k | 113.99 |
| 2019-03-31 | $113k | 1.0k | 109.18 |
| 2018-09-30 | $116k | 1.1k | 105.45 |
| 2018-06-30 | $110k | 1.0k | 106.28 |
| 2018-03-31 | $111k | 1.0k | 107.25 |
| 2017-12-31 | $79k | 725 | 108.97 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond