iShares Lehman Aggregate Bond shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $208k | 2.1k | 98.90 |
| 2023-09-30 | $225k | 2.4k | 94.05 |
| 2023-06-30 | $296k | 3.0k | 97.95 |
| 2023-03-31 | $292k | 2.9k | 99.63 |
| 2022-12-31 | $731k | 7.5k | 96.99 |
| 2022-09-30 | $759k | 7.9k | 96.34 |
| 2022-06-30 | $853k | 8.4k | 101.63 |
| 2022-03-31 | $1.4M | 13k | 107.10 |
| 2021-12-31 | $2.9M | 26k | 114.09 |
| 2021-09-30 | $3.9M | 34k | 114.84 |
| 2021-06-30 | $3.1M | 27k | 115.34 |
| 2021-03-31 | $5.7M | 50k | 113.84 |
| 2020-12-31 | $2.3k | 275 | 8.47 |
| 2020-09-30 | $6.5M | 55k | 118.06 |
| 2020-06-30 | $1.0M | 8.6k | 118.17 |
| 2019-12-31 | $764k | 6.8k | 112.35 |
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