iShares Lehman Aggregate Bond shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $335k | 3.5k | 96.90 |
2024-09-30 | $5.0M | 50k | 101.27 |
2024-06-30 | $836k | 8.6k | 97.08 |
2024-03-31 | $540k | 5.5k | 97.94 |
2023-12-31 | $533k | 5.4k | 99.26 |
2023-09-30 | $305k | 3.2k | 94.04 |
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