iShares Lehman Aggregate Bond shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $304k | 3.1k | 96.90 |
| 2023-06-30 | $333k | 3.4k | 97.95 |
| 2023-03-31 | $339k | 3.4k | 99.64 |
| 2022-12-31 | $2.9M | 30k | 96.99 |
| 2022-09-30 | $3.2M | 33k | 96.32 |
| 2022-06-30 | $3.9M | 39k | 101.68 |
| 2022-03-31 | $7.4M | 70k | 107.10 |
| 2021-12-31 | $12M | 108k | 114.08 |
| 2021-09-30 | $18M | 160k | 114.83 |
| 2021-06-30 | $19M | 163k | 116.46 |
| 2021-03-31 | $17M | 148k | 113.83 |
| 2020-12-31 | $15M | 130k | 118.19 |
| 2020-09-30 | $14M | 120k | 118.06 |
| 2020-06-30 | $14M | 116k | 118.21 |
| 2020-03-31 | $13M | 110k | 115.37 |
| 2019-12-31 | $713k | 6.3k | 112.30 |
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