iShares Lehman Aggregate Bond shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $352k | 3.6k | 97.94 |
| 2023-12-31 | $895k | 9.0k | 99.25 |
| 2023-06-30 | $121M | 1.2M | 97.95 |
| 2023-03-31 | $130M | 1.3M | 99.64 |
| 2022-12-31 | $127M | 1.3M | 96.99 |
| 2022-09-30 | $121M | 1.3M | 96.34 |
| 2022-06-30 | $1.3M | 13k | 101.71 |
| 2022-03-31 | $4.4M | 41k | 107.09 |
| 2021-12-31 | $8.3M | 73k | 114.09 |
| 2021-09-30 | $8.3M | 72k | 114.83 |
| 2021-06-30 | $5.7M | 50k | 115.33 |
| 2021-03-31 | $5.5M | 49k | 113.84 |
| 2020-12-31 | $5.6M | 47k | 118.19 |
| 2020-09-30 | $3.9M | 33k | 118.05 |
| 2020-06-30 | $4.4M | 37k | 118.20 |
| 2020-03-31 | $3.0M | 26k | 115.36 |
| 2019-12-31 | $3.0M | 27k | 112.36 |
| 2019-09-30 | $2.2M | 20k | 113.16 |
| 2019-06-30 | $2.2M | 19k | 111.34 |
| 2019-03-31 | $1.7M | 16k | 109.04 |
| 2018-12-31 | $2.0M | 19k | 106.47 |
| 2018-09-30 | $772k | 7.3k | 105.55 |
| 2018-06-30 | $744k | 7.0k | 106.33 |
| 2018-03-31 | $522k | 4.9k | 107.19 |
| 2017-12-31 | $372k | 3.4k | 109.22 |
| 2017-09-30 | $293k | 2.7k | 109.57 |
| 2017-06-30 | $234k | 2.1k | 109.65 |
| 2017-03-31 | $232k | 2.1k | 108.77 |
| 2016-12-31 | $3.0M | 28k | 108.08 |
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