iShares Lehman Aggregate Bond shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 291k | 100.25 |
| 2025-06-30 | $29M | 295k | 99.20 |
| 2025-03-31 | $33M | 335k | 98.92 |
| 2024-12-31 | $32M | 334k | 96.90 |
| 2024-09-30 | $34M | 340k | 101.27 |
| 2024-06-30 | $34M | 345k | 97.07 |
| 2024-03-31 | $35M | 355k | 97.94 |
| 2023-12-31 | $34M | 349k | 98.02 |
| 2023-09-30 | $35M | 367k | 94.04 |
| 2023-06-30 | $37M | 375k | 97.95 |
| 2023-03-31 | $36M | 360k | 99.65 |
| 2022-12-31 | $29M | 300k | 96.99 |
| 2022-09-30 | $29M | 302k | 96.02 |
| 2022-06-30 | $36M | 351k | 101.68 |
| 2022-03-31 | $45M | 415k | 107.26 |
| 2021-12-31 | $47M | 409k | 114.16 |
| 2021-09-30 | $47M | 406k | 115.09 |
| 2021-06-30 | $44M | 378k | 116.26 |
| 2021-03-31 | $42M | 369k | 113.50 |
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