iShares Lehman Aggregate Bond shares owned by SlateStone Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 100.23 |
| 2025-06-30 | $1.8M | 18k | 99.18 |
| 2025-03-31 | $1.6M | 17k | 98.92 |
| 2024-12-31 | $1.8M | 18k | 96.90 |
| 2024-09-30 | $2.1M | 21k | 101.29 |
| 2024-06-30 | $2.1M | 22k | 97.06 |
| 2024-03-31 | $2.3M | 23k | 97.93 |
| 2023-12-31 | $2.6M | 26k | 99.26 |
| 2023-09-30 | $2.7M | 29k | 94.06 |
| 2023-06-30 | $2.8M | 28k | 97.94 |
| 2023-03-31 | $2.8M | 28k | 99.65 |
| 2022-12-31 | $1.5M | 16k | 96.99 |
| 2022-09-30 | $1.4M | 15k | 96.32 |
| 2022-06-30 | $1.2M | 12k | 101.64 |
| 2019-12-31 | $279k | 2.5k | 112.27 |
| 2019-09-30 | $232k | 2.0k | 113.23 |
| 2019-06-30 | $232k | 2.1k | 111.32 |
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