iShares Lehman Aggregate Bond shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.5M | 15k | 99.64 |
| 2022-12-31 | $1.5M | 15k | 96.98 |
| 2022-03-31 | $620k | 5.8k | 107.14 |
| 2021-12-31 | $6.6M | 58k | 114.08 |
| 2021-09-30 | $9.2M | 80k | 114.83 |
| 2021-06-30 | $12M | 104k | 115.33 |
| 2021-03-31 | $22M | 195k | 113.83 |
| 2020-12-31 | $32M | 267k | 118.19 |
| 2020-09-30 | $33M | 276k | 118.06 |
| 2020-06-30 | $33M | 279k | 118.21 |
| 2020-03-31 | $35M | 305k | 115.37 |
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