iShares Lehman Aggregate Bond shares owned by Private Wealth Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 100.25 |
| 2025-06-30 | $1.3M | 13k | 99.20 |
| 2025-03-31 | $1.3M | 13k | 98.92 |
| 2024-12-31 | $1.3M | 13k | 96.90 |
| 2024-09-30 | $1.3M | 13k | 101.27 |
| 2024-06-30 | $1.3M | 13k | 97.07 |
| 2024-03-31 | $1.3M | 13k | 97.94 |
| 2023-12-31 | $1.3M | 13k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 97.95 |
| 2023-03-31 | $1.8M | 18k | 99.64 |
| 2022-12-31 | $1.7M | 18k | 96.99 |
| 2019-09-30 | $672k | 5.9k | 113.19 |
| 2018-12-31 | $9.9M | 93k | 106.49 |
| 2018-09-30 | $5.7M | 54k | 105.52 |
| 2017-12-31 | $1.9M | 17k | 109.34 |
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