iShares Lehman Aggregate Bond shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 19k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.7M | 18k | 97.95 |
| 2023-03-31 | $1.6M | 100 | 16362.64 |
| 2022-12-31 | $1.6M | 16k | 96.99 |
| 2022-09-30 | $1.5M | 16k | 96.36 |
| 2022-06-30 | $1.5M | 15k | 101.66 |
| 2022-03-31 | $1.6M | 15k | 107.09 |
| 2021-12-31 | $1.8M | 16k | 114.07 |
| 2021-09-30 | $1.8M | 15k | 114.83 |
| 2021-06-30 | $1.7M | 15k | 115.31 |
| 2021-03-31 | $1.7M | 15k | 113.83 |
| 2020-12-31 | $1.8M | 15k | 118.18 |
| 2020-09-30 | $1.8M | 15k | 118.04 |
| 2020-06-30 | $1.8M | 15k | 118.20 |
| 2020-03-31 | $1.8M | 16k | 115.38 |
| 2019-12-31 | $4.3M | 38k | 112.37 |
| 2019-09-30 | $1.8M | 16k | 113.16 |
| 2019-06-30 | $1.6M | 14k | 111.36 |
| 2019-03-31 | $1.5M | 14k | 109.08 |
| 2018-12-31 | $1.5M | 14k | 106.47 |
| 2018-09-30 | $1.4M | 14k | 105.52 |
| 2018-03-31 | $1.4M | 13k | 107.24 |
| 2017-12-31 | $310k | 2.8k | 109.50 |
| 2017-09-30 | $310k | 2.8k | 109.66 |
| 2017-06-30 | $309k | 2.8k | 109.46 |
| 2017-03-31 | $1.0M | 9.5k | 108.49 |
| 2016-12-31 | $823k | 7.6k | 108.12 |
| 2016-09-30 | $844k | 7.5k | 112.44 |
| 2016-06-30 | $623k | 5.5k | 112.64 |
| 2016-03-31 | $565k | 5.1k | 110.89 |
| 2015-12-31 | $564k | 5.2k | 108.11 |
| 2015-09-30 | $525k | 4.8k | 109.60 |
| 2015-06-30 | $959k | 8.8k | 108.80 |
| 2015-03-31 | $883k | 7.9k | 111.45 |
| 2014-12-31 | $681k | 6.2k | 110.14 |
| 2014-09-30 | $564k | 5.2k | 109.18 |
| 2014-06-30 | $529k | 4.8k | 109.39 |
| 2014-03-31 | $442k | 4.1k | 107.99 |
| 2013-12-31 | $690k | 6.5k | 106.47 |
| 2013-09-30 | $648k | 6.0k | 107.16 |
| 2013-06-30 | $561k | 5.2k | 107.22 |
| 2013-03-31 | $584k | 5.3k | 110.79 |
| 2012-12-31 | $528k | 4.8k | 111.11 |
| 2012-09-30 | $385k | 3.4k | 112.57 |
| 2012-06-30 | $357k | 3.2k | 111.21 |
| 2012-03-31 | $351k | 3.2k | 109.72 |
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