iShares Lehman Aggregate Bond shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 291k | 101.27 |
| 2024-06-30 | $24M | 251k | 97.07 |
| 2024-03-31 | $25M | 258k | 97.94 |
| 2023-12-31 | $22M | 217k | 99.25 |
| 2023-09-30 | $20M | 212k | 94.04 |
| 2023-06-30 | $18M | 186k | 97.95 |
| 2023-03-31 | $15M | 149k | 99.64 |
| 2022-12-31 | $12M | 121k | 96.99 |
| 2022-09-30 | $579k | 6.0k | 96.39 |
| 2022-06-30 | $601k | 5.9k | 101.76 |
| 2022-03-31 | $1.8M | 17k | 107.13 |
| 2021-12-31 | $2.0M | 18k | 114.10 |
| 2021-09-30 | $2.0M | 17k | 114.84 |
| 2021-06-30 | $2.1M | 18k | 115.31 |
| 2021-03-31 | $2.0M | 18k | 113.82 |
| 2020-12-31 | $1.6M | 13k | 118.19 |
| 2020-09-30 | $973k | 8.2k | 118.04 |
| 2020-06-30 | $884k | 7.5k | 118.25 |
| 2020-03-31 | $267k | 2.3k | 117.05 |
| 2019-12-31 | $249k | 2.2k | 112.98 |
| 2018-09-30 | $239k | 2.3k | 105.66 |
| 2018-06-30 | $732k | 6.9k | 106.36 |
| 2018-03-31 | $105k | 980 | 107.14 |
| 2017-12-31 | $236k | 2.2k | 109.41 |
| 2017-09-30 | $1.3M | 12k | 109.60 |
| 2017-06-30 | $3.4M | 31k | 109.52 |
| 2017-03-31 | $3.6M | 33k | 108.49 |
| 2016-12-31 | $3.6M | 33k | 108.14 |
| 2016-09-30 | $3.7M | 33k | 112.41 |
| 2016-06-30 | $3.4M | 30k | 112.63 |
| 2015-12-31 | $2.3M | 21k | 107.99 |
| 2015-09-30 | $2.3M | 21k | 109.59 |
| 2015-06-30 | $2.2M | 20k | 108.77 |
| 2015-03-31 | $1.1M | 9.7k | 111.44 |
| 2014-12-31 | $1.2M | 11k | 110.10 |
| 2014-09-30 | $682k | 6.2k | 109.17 |
| 2011-09-30 | $579k | 6.0k | 96.39 |
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