iShares Lehman Aggregate Bond shares owned by Patten
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 28k | 100.25 |
| 2025-06-30 | $2.3M | 24k | 99.20 |
| 2025-03-31 | $2.2M | 22k | 98.92 |
| 2024-12-31 | $2.4M | 25k | 96.90 |
| 2024-09-30 | $3.3M | 33k | 101.27 |
| 2024-06-30 | $3.2M | 33k | 97.07 |
| 2024-03-31 | $3.5M | 36k | 97.94 |
| 2023-12-31 | $3.7M | 37k | 99.25 |
| 2023-09-30 | $3.8M | 40k | 94.04 |
| 2023-06-30 | $3.8M | 39k | 97.95 |
| 2023-03-31 | $3.0M | 30k | 99.64 |
| 2022-12-31 | $2.9M | 30k | 96.99 |
| 2022-09-30 | $1.8M | 19k | 95.76 |
| 2022-06-30 | $1.7M | 17k | 101.63 |
| 2022-03-31 | $2.0M | 18k | 107.11 |
| 2021-12-31 | $2.3M | 20k | 114.10 |
| 2021-09-30 | $2.1M | 18k | 114.83 |
| 2021-06-30 | $2.0M | 17k | 115.34 |
| 2021-03-31 | $2.1M | 19k | 113.84 |
| 2020-12-31 | $2.3M | 19k | 118.20 |
| 2020-09-30 | $2.3M | 20k | 118.05 |
| 2020-06-30 | $2.2M | 19k | 118.22 |
| 2020-03-31 | $2.0M | 17k | 115.34 |
| 2019-12-31 | $1.8M | 16k | 112.39 |
| 2019-09-30 | $888k | 7.8k | 113.14 |
| 2019-06-30 | $758k | 6.8k | 111.31 |
| 2019-03-31 | $531k | 4.9k | 109.15 |
| 2018-12-31 | $474k | 4.4k | 106.56 |
| 2018-09-30 | $429k | 4.1k | 105.54 |
| 2018-06-30 | $509k | 4.8k | 106.26 |
| 2018-03-31 | $582k | 5.4k | 107.32 |
| 2017-12-31 | $628k | 5.7k | 109.35 |
| 2017-09-30 | $739k | 43k | 17.07 |
| 2017-06-30 | $720k | 6.6k | 109.74 |
| 2017-03-31 | $653k | 6.0k | 108.51 |
| 2016-12-31 | $553k | 5.1k | 108.01 |
| 2016-09-30 | $558k | 5.0k | 111.55 |
| 2016-06-30 | $451k | 4.0k | 112.61 |
| 2016-03-31 | $436k | 3.9k | 110.82 |
| 2015-12-31 | $387k | 3.6k | 108.01 |
| 2015-09-30 | $444k | 4.1k | 109.58 |
| 2015-06-30 | $457k | 4.2k | 108.78 |
| 2015-03-31 | $627k | 5.6k | 111.41 |
| 2014-12-31 | $623k | 5.7k | 110.21 |
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