iShares Lehman Aggregate Bond shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $871k | 8.9k | 97.94 |
| 2023-12-31 | $1.0M | 10k | 99.25 |
| 2023-09-30 | $778k | 8.3k | 94.04 |
| 2023-06-30 | $518k | 5.3k | 97.95 |
| 2022-12-31 | $228k | 2.3k | 96.99 |
| 2017-09-30 | $394k | 3.6k | 109.60 |
| 2017-06-30 | $383k | 3.5k | 109.43 |
| 2017-03-31 | $378k | 3.5k | 108.46 |
| 2016-12-31 | $377k | 3.5k | 108.18 |
| 2016-09-30 | $543k | 4.8k | 112.42 |
| 2016-06-30 | $663k | 5.9k | 112.66 |
| 2016-03-31 | $538k | 4.9k | 110.81 |
| 2015-12-31 | $493k | 4.6k | 108.00 |
| 2015-09-30 | $510k | 4.7k | 109.56 |
| 2015-06-30 | $454k | 4.2k | 108.74 |
| 2015-03-31 | $407k | 3.7k | 111.51 |
| 2014-12-31 | $313k | 2.8k | 110.09 |
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