iShares Lehman Aggregate Bond shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $415k | 4.1k | 101.27 |
| 2022-12-31 | $263k | 2.7k | 96.98 |
| 2022-09-30 | $329k | 3.4k | 96.45 |
| 2022-06-30 | $430k | 4.2k | 101.56 |
| 2022-03-31 | $453k | 4.2k | 106.99 |
| 2021-12-31 | $494k | 4.3k | 114.04 |
| 2021-09-30 | $565k | 4.9k | 114.84 |
| 2021-06-30 | $561k | 4.9k | 115.38 |
| 2021-03-31 | $582k | 5.1k | 113.76 |
| 2020-12-31 | $622k | 5.3k | 118.21 |
| 2020-09-30 | $655k | 5.6k | 118.00 |
| 2020-06-30 | $773k | 6.5k | 118.23 |
| 2020-03-31 | $753k | 6.5k | 115.37 |
| 2019-12-31 | $492k | 4.4k | 112.35 |
| 2019-09-30 | $500k | 4.4k | 113.07 |
| 2019-06-30 | $391k | 3.5k | 111.40 |
| 2019-03-31 | $363k | 3.3k | 109.14 |
| 2018-12-31 | $358k | 3.4k | 106.39 |
| 2018-09-30 | $274k | 2.6k | 105.34 |
| 2018-06-30 | $260k | 2.4k | 106.21 |
| 2018-03-31 | $618k | 5.8k | 107.33 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond