iShares Lehman Aggregate Bond shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Smith Shellnut Wilson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 101k | 101.27 |
| 2024-06-30 | $8.0M | 83k | 97.07 |
| 2024-03-31 | $6.8M | 70k | 97.94 |
| 2023-12-31 | $5.8M | 59k | 99.25 |
| 2023-09-30 | $5.3M | 57k | 94.04 |
| 2023-06-30 | $4.6M | 47k | 97.95 |
| 2023-03-31 | $4.1M | 41k | 99.64 |
| 2022-12-31 | $3.9M | 40k | 96.99 |
| 2022-09-30 | $4.2M | 43k | 96.35 |
| 2022-06-30 | $4.4M | 44k | 101.69 |
| 2022-03-31 | $4.7M | 44k | 107.09 |
| 2021-12-31 | $5.0M | 44k | 114.08 |
| 2021-06-30 | $5.0M | 44k | 115.32 |
| 2021-03-31 | $5.0M | 44k | 113.83 |
| 2020-12-31 | $5.1M | 44k | 118.19 |
| 2020-09-30 | $44k | 5.1k | 8.47 |
| 2020-06-30 | $5.1M | 44k | 118.20 |
| 2020-03-31 | $5.0M | 44k | 115.37 |
| 2019-12-31 | $2.4M | 21k | 112.35 |
| 2019-09-30 | $2.4M | 21k | 113.16 |
| 2019-06-30 | $2.7M | 24k | 111.35 |
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