iShares Lehman Aggregate Bond shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $280k | 2.8k | 99.01 |
| 2026-03-31 | $240k | 2.4k | 99.28 |
| 2025-12-31 | $230k | 2.3k | 99.91 |
| 2025-09-30 | $277k | 2.8k | 100.28 |
| 2025-06-30 | $280k | 2.8k | 99.20 |
| 2025-03-31 | $304k | 3.1k | 98.94 |
| 2024-12-31 | $279k | 2.9k | 96.94 |
| 2024-09-30 | $188k | 1.9k | 101.30 |
| 2024-06-30 | $220k | 2.3k | 97.10 |
| 2024-03-31 | $220k | 2.2k | 97.96 |
| 2023-12-31 | $235k | 2.4k | 99.30 |
| 2023-09-30 | $741k | 7.9k | 94.05 |
| 2023-06-30 | $721k | 6.8k | 106.18 |
| 2023-03-31 | $777k | 7.8k | 99.66 |
| 2022-12-31 | $11M | 113k | 96.99 |
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