iShares Lehman Aggregate Bond shares owned by Segment Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 3.5k | 100.25 |
| 2025-06-30 | $340k | 3.4k | 99.20 |
| 2025-03-31 | $331k | 3.3k | 98.92 |
| 2024-12-31 | $323k | 3.3k | 96.90 |
| 2024-09-30 | $266k | 2.6k | 101.27 |
| 2024-06-30 | $256k | 2.6k | 97.07 |
| 2024-03-31 | $249k | 2.5k | 97.94 |
| 2023-12-31 | $219k | 2.2k | 99.25 |
| 2023-09-30 | $208k | 2.2k | 94.04 |
| 2023-06-30 | $217k | 2.2k | 97.95 |
| 2023-03-31 | $220k | 2.2k | 99.64 |
| 2022-12-31 | $211k | 2.2k | 96.99 |
| 2012-12-31 | $7.0k | 59 | 118.64 |
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