iShares Lehman Aggregate Bond shares owned by Regimen Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Regimen Wealth
from 13F filings
Historical chart of Regimen Wealth investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Regimen Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Regimen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 198k | 100.21 |
| 2025-06-30 | $19M | 194k | 99.20 |
| 2025-03-31 | $19M | 187k | 98.97 |
| 2024-12-31 | $18M | 186k | 96.90 |
| 2024-09-30 | $17M | 171k | 101.27 |
| 2024-06-30 | $16M | 167k | 97.07 |
| 2024-03-31 | $16M | 165k | 97.94 |
| 2023-12-31 | $16M | 159k | 99.95 |
| 2023-09-30 | $15M | 156k | 94.04 |
| 2023-06-30 | $14M | 138k | 97.95 |
| 2023-03-31 | $13M | 125k | 107.01 |
| 2022-12-31 | $467k | 4.8k | 97.01 |
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