iShares Lehman Aggregate Bond shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 22k | 99.25 |
| 2023-09-30 | $3.0M | 32k | 94.04 |
| 2023-06-30 | $4.9M | 50k | 97.95 |
| 2023-03-31 | $3.5M | 35k | 99.64 |
| 2022-12-31 | $3.1M | 32k | 96.99 |
| 2022-09-30 | $3.7M | 39k | 96.35 |
| 2022-06-30 | $3.9M | 38k | 101.69 |
| 2022-03-31 | $5.0M | 46k | 107.09 |
| 2021-12-31 | $612k | 5.4k | 114.05 |
| 2021-09-30 | $265k | 2.3k | 114.82 |
| 2021-06-30 | $266k | 2.3k | 115.45 |
| 2021-03-31 | $242k | 2.1k | 113.83 |
| 2020-12-31 | $231k | 2.0k | 118.04 |
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