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
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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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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 |
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