iShares Lehman Aggregate Bond shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 960 | 587.07 |
| 2025-06-30 | $564k | 5.7k | 99.19 |
| 2025-03-31 | $548k | 5.5k | 98.92 |
| 2024-12-31 | $289k | 3.0k | 96.91 |
| 2024-09-30 | $318k | 3.1k | 101.26 |
| 2024-06-30 | $330k | 3.4k | 97.08 |
| 2024-03-31 | $433k | 4.4k | 97.93 |
| 2023-12-31 | $494k | 5.0k | 99.25 |
| 2023-06-30 | $495k | 5.0k | 97.94 |
| 2023-03-31 | $811k | 8.1k | 99.64 |
| 2022-12-31 | $759k | 7.8k | 96.99 |
| 2022-09-30 | $218k | 2.3k | 96.55 |
| 2022-06-30 | $239k | 2.4k | 101.70 |
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