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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Patten

Quarter filed Position value Share count Share price at filing
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 6.7k 109.60
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