iShares Lehman Aggregate Bond shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 103k | 100.25 |
| 2025-06-30 | $9.9M | 100k | 99.20 |
| 2024-12-31 | $8.7M | 90k | 96.90 |
| 2024-09-30 | $8.4M | 83k | 101.27 |
| 2024-06-30 | $7.9M | 81k | 97.07 |
| 2024-03-31 | $7.7M | 79k | 97.94 |
| 2023-12-31 | $7.4M | 74k | 99.25 |
| 2023-09-30 | $6.9M | 73k | 94.04 |
| 2022-12-31 | $2.8M | 29k | 96.99 |
| 2022-06-30 | $3.3M | 32k | 101.68 |
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