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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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