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iShares Lehman Aggregate Bond shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $907k 9.0k 101.27
2024-06-30 $1.3M 13k 97.07
2024-03-31 $322k 3.3k 97.96
2023-12-31 $325k 3.3k 99.26
2023-09-30 $304k 3.2k 94.05
2023-06-30 $314k 3.2k 97.94
2023-03-31 $317k 3.2k 99.64
2022-12-31 $307k 3.2k 96.98
2022-09-30 $302k 3.1k 96.24