iShares Lehman Aggregate Bond shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $247k | 2.5k | 98.78 |
| 2023-09-30 | $43M | 460k | 94.04 |
| 2023-06-30 | $44M | 450k | 97.95 |
| 2023-03-31 | $46M | 458k | 99.64 |
| 2022-12-31 | $36M | 371k | 96.99 |
| 2021-06-30 | $14k | 120 | 116.67 |
| 2021-03-31 | $14k | 120 | 116.67 |
| 2020-12-31 | $14k | 120 | 116.67 |
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