iShares Lehman Aggregate Bond shares owned by Stephenson & Company
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stephenson & Company
from 13F filings
Historical chart of Stephenson & Company investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Stephenson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 3.1k | 100.25 |
| 2025-06-30 | $305k | 3.1k | 99.20 |
| 2025-03-31 | $304k | 3.1k | 98.92 |
| 2024-12-31 | $298k | 3.1k | 96.90 |
| 2024-09-30 | $311k | 3.1k | 101.27 |
| 2024-06-30 | $298k | 3.1k | 97.07 |
| 2024-03-31 | $301k | 3.1k | 97.94 |
| 2023-12-31 | $305k | 3.1k | 99.25 |
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