iShares Lehman Aggregate Bond shares owned by Richard W. Paul & Associates
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Richard W. Paul & Associates
from 13F filings
Historical chart of Richard W. Paul & Associates investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Richard W. Paul & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 127k | 100.25 |
| 2025-06-30 | $12M | 123k | 99.20 |
| 2025-03-31 | $12M | 120k | 98.92 |
| 2024-12-31 | $11M | 114k | 96.90 |
| 2024-09-30 | $12M | 114k | 101.27 |
| 2024-06-30 | $10M | 107k | 97.07 |
| 2024-03-31 | $10M | 102k | 97.94 |
| 2023-12-31 | $5.0M | 50k | 99.25 |
| 2023-09-30 | $4.6M | 49k | 94.04 |
| 2023-06-30 | $52k | 527 | 97.95 |
| 2023-03-31 | $71k | 713 | 99.64 |
| 2022-12-31 | $69k | 707 | 96.99 |
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