iShares Lehman Aggregate Bond shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 137k | 100.25 |
| 2025-06-30 | $14M | 139k | 99.20 |
| 2025-03-31 | $71M | 713k | 98.92 |
| 2024-12-31 | $59M | 611k | 96.90 |
| 2024-09-30 | $60M | 594k | 101.27 |
| 2024-06-30 | $51M | 526k | 97.07 |
| 2024-03-31 | $50M | 505k | 97.94 |
| 2023-12-31 | $35M | 355k | 99.25 |
| 2023-09-30 | $34M | 360k | 94.04 |
| 2023-06-30 | $30M | 304k | 97.95 |
| 2023-03-31 | $30M | 297k | 99.64 |
| 2022-12-31 | $24M | 250k | 96.99 |
| 2022-09-30 | $25M | 259k | 96.34 |
| 2022-06-30 | $24M | 239k | 101.68 |
| 2022-03-31 | $26M | 241k | 107.10 |
| 2021-12-31 | $27M | 237k | 114.08 |
| 2021-09-30 | $31M | 265k | 114.83 |
| 2021-06-30 | $30M | 255k | 115.33 |
| 2021-03-31 | $19M | 164k | 113.83 |
| 2020-12-31 | $16M | 134k | 118.19 |
| 2020-09-30 | $14M | 122k | 118.06 |
| 2020-06-30 | $12M | 103k | 118.21 |
| 2020-03-31 | $10M | 90k | 115.37 |
| 2019-12-31 | $10M | 90k | 112.37 |
| 2019-09-30 | $8.7M | 77k | 113.17 |
| 2018-09-30 | $572k | 5.4k | 105.44 |
| 2018-06-30 | $577k | 5.4k | 106.36 |
| 2018-03-31 | $230k | 2.1k | 107.03 |
| 2017-09-30 | $809k | 7.4k | 109.62 |
| 2017-06-30 | $873k | 8.0k | 109.54 |
| 2017-03-31 | $976k | 9.0k | 108.47 |
| 2016-12-31 | $991k | 9.2k | 108.03 |
| 2013-12-31 | $3.0k | 2.6k | 1.17 |
| 2013-09-30 | $3.0k | 25 | 120.00 |
| 2013-06-30 | $3.0k | 25 | 120.00 |
| 2013-03-31 | $3.0k | 25 | 120.00 |
| 2012-12-31 | $5.0k | 44 | 113.64 |
| 2012-09-30 | $5.0k | 44 | 113.64 |
| 2012-06-30 | $5.0k | 44 | 113.64 |
| 2012-03-31 | $5.0k | 44 | 113.64 |
| 2011-12-31 | $5.0k | 43 | 116.28 |
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