iShares Lehman Aggregate Bond shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 3.0k | 100.25 |
| 2025-06-30 | $311k | 3.1k | 99.20 |
| 2025-03-31 | $302k | 3.0k | 98.92 |
| 2024-12-31 | $318k | 3.3k | 96.90 |
| 2024-09-30 | $358k | 3.5k | 101.27 |
| 2024-06-30 | $392k | 4.0k | 97.07 |
| 2024-03-31 | $2.4M | 24k | 97.94 |
| 2023-12-31 | $3.3M | 33k | 99.25 |
| 2023-09-30 | $4.1M | 43k | 94.04 |
| 2023-06-30 | $4.3M | 45k | 97.14 |
| 2023-03-31 | $4.8M | 48k | 99.64 |
| 2022-12-31 | $5.3M | 55k | 96.99 |
| 2022-09-30 | $5.3M | 55k | 96.35 |
| 2022-06-30 | $5.6M | 55k | 101.67 |
| 2022-03-31 | $6.0M | 56k | 107.09 |
| 2021-12-31 | $6.5M | 57k | 114.08 |
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