iShares Lehman Aggregate Bond shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 339k | 100.25 |
| 2025-03-31 | $30M | 307k | 98.92 |
| 2024-12-31 | $29M | 301k | 96.90 |
| 2024-09-30 | $30M | 294k | 101.27 |
| 2024-03-31 | $26M | 261k | 97.94 |
| 2023-09-30 | $23M | 244k | 94.04 |
| 2023-06-30 | $23M | 239k | 97.95 |
| 2023-03-31 | $23M | 235k | 99.64 |
| 2022-12-31 | $23M | 237k | 96.99 |
| 2022-09-30 | $22M | 224k | 96.34 |
| 2022-06-30 | $20M | 197k | 101.22 |
| 2022-03-31 | $24M | 220k | 106.84 |
| 2021-12-31 | $24M | 214k | 114.08 |
| 2021-09-30 | $23M | 199k | 115.00 |
| 2021-06-30 | $22M | 192k | 115.79 |
| 2021-03-31 | $20M | 176k | 113.83 |
| 2020-12-31 | $19M | 160k | 118.19 |
| 2020-09-30 | $15M | 130k | 118.06 |
| 2020-06-30 | $14M | 115k | 118.21 |
| 2020-03-31 | $12M | 104k | 115.37 |
| 2019-12-31 | $14M | 124k | 112.37 |
| 2019-09-30 | $14M | 121k | 113.17 |
| 2019-03-31 | $12M | 113k | 109.07 |
| 2018-12-31 | $12M | 113k | 106.49 |
| 2018-09-30 | $7.4M | 70k | 105.52 |
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