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
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Perfromance Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Perfromance Wealth Partners
View all positions for Perfromance Wealth Partners
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond