iShares Lehman Aggregate Bond shares owned by Quotient Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Quotient Wealth Partners
from 13F filings
Historical chart of Quotient Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Quotient Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219M | 2.2M | 100.25 |
| 2025-06-30 | $205M | 2.1M | 99.20 |
| 2025-03-31 | $199M | 2.0M | 98.92 |
| 2024-12-31 | $237M | 2.4M | 96.90 |
| 2024-09-30 | $240M | 2.4M | 101.27 |
| 2024-06-30 | $225M | 2.3M | 97.07 |
| 2024-03-31 | $203M | 2.1M | 97.94 |
| 2023-12-31 | $175M | 1.8M | 99.25 |
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