iShares Lehman Aggregate Bond shares owned by Semus Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Semus Wealth Partners
from 13F filings
Historical chart of Semus Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Semus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $230k | 2.4k | 96.88 |
| 2024-09-30 | $275k | 2.7k | 101.26 |
| 2024-06-30 | $324k | 3.3k | 97.06 |
| 2024-03-31 | $335k | 3.4k | 97.94 |
| 2023-12-31 | $248k | 2.5k | 99.25 |
| 2023-09-30 | $262k | 2.8k | 94.05 |
| 2023-06-30 | $296k | 3.0k | 97.95 |
| 2023-03-31 | $316k | 3.2k | 99.63 |
| 2022-12-31 | $342k | 3.5k | 97.00 |
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