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iShares Lehman Aggregate Bond shares owned by Stone Point Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stone Point Wealth from 13F filings

Historical chart of Stone Point Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Stone Point Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Stone Point Wealth

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$392k	3.9k	99.25
2023-09-30	$544k	5.8k	94.04
2023-06-30	$324k	3.3k	97.95
2023-03-31	$242k	2.4k	99.64
2022-12-31	$292k	3.0k	96.99

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Top funds holding iShares Lehman Aggregate Bond

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First Citizens Bank & Trust

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View all funds holding iShares Lehman Aggregate Bond

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