iShares Lehman Aggregate Bond shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 100.25 |
| 2025-06-30 | $1.2M | 12k | 99.20 |
| 2024-12-31 | $822k | 8.4k | 97.34 |
| 2024-09-30 | $562k | 5.6k | 101.28 |
| 2024-06-30 | $1.0M | 10k | 97.07 |
| 2024-03-31 | $618k | 6.3k | 97.95 |
| 2023-12-31 | $452k | 4.6k | 99.26 |
| 2023-09-30 | $356k | 3.8k | 94.05 |
| 2023-06-30 | $452k | 4.6k | 97.96 |
| 2023-03-31 | $1.3M | 14k | 99.64 |
| 2022-12-31 | $799k | 8.2k | 96.99 |
| 2022-09-30 | $840k | 8.7k | 96.34 |
| 2022-06-30 | $600k | 5.9k | 101.75 |
| 2022-03-31 | $536k | 5.0k | 107.18 |
| 2021-12-31 | $1.2M | 11k | 114.11 |
| 2021-09-30 | $1.1M | 9.3k | 114.84 |
| 2021-06-30 | $1.5M | 13k | 115.26 |
| 2021-03-31 | $948k | 8.3k | 113.85 |
| 2020-12-31 | $987k | 8.4k | 118.15 |
| 2020-09-30 | $951k | 8.1k | 118.02 |
| 2020-06-30 | $948k | 8.0k | 118.19 |
| 2020-03-31 | $2.0M | 18k | 112.35 |
| 2019-12-31 | $2.0M | 18k | 112.35 |
| 2019-09-30 | $1.8M | 16k | 113.38 |
| 2019-06-30 | $274k | 2.6k | 106.38 |
| 2019-03-31 | $352k | 3.3k | 107.53 |
| 2018-12-31 | $403k | 3.3k | 122.42 |
| 2018-09-30 | $407k | 3.9k | 105.52 |
| 2018-06-30 | $421k | 4.0k | 106.39 |
| 2018-03-31 | $703k | 6.6k | 107.21 |
| 2017-12-31 | $1.3M | 12k | 109.44 |
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