iShares Lehman Aggregate Bond shares owned by Successful Portfolios
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $721k | 7.2k | 100.24 |
| 2025-06-30 | $738k | 7.4k | 99.20 |
| 2025-03-31 | $745k | 7.5k | 98.93 |
| 2024-12-31 | $746k | 7.7k | 96.90 |
| 2024-09-30 | $779k | 7.7k | 101.27 |
| 2024-06-30 | $750k | 7.7k | 97.07 |
| 2024-03-31 | $756k | 7.7k | 97.94 |
| 2023-12-31 | $667k | 6.7k | 99.25 |
| 2023-09-30 | $596k | 6.3k | 94.04 |
| 2023-06-30 | $436k | 4.5k | 97.95 |
| 2023-03-31 | $501k | 5.0k | 99.64 |
| 2022-12-31 | $473k | 4.9k | 96.95 |
| 2022-09-30 | $538k | 5.6k | 96.42 |
| 2022-06-30 | $586k | 5.8k | 101.68 |
| 2022-03-31 | $692k | 6.5k | 107.09 |
| 2021-12-31 | $744k | 6.5k | 114.02 |
| 2021-09-30 | $763k | 6.6k | 114.77 |
| 2021-06-30 | $770k | 6.7k | 115.39 |
| 2021-03-31 | $774k | 6.8k | 113.89 |
| 2020-12-31 | $803k | 6.8k | 118.12 |
| 2020-09-30 | $793k | 6.7k | 118.02 |
| 2020-06-30 | $769k | 6.5k | 118.16 |
| 2020-03-31 | $776k | 6.7k | 115.42 |
| 2019-12-31 | $671k | 6.0k | 112.45 |
| 2019-09-30 | $657k | 5.8k | 113.10 |
| 2019-06-30 | $583k | 5.2k | 111.32 |
| 2019-03-31 | $641k | 5.9k | 109.05 |
| 2018-12-31 | $667k | 6.3k | 106.46 |
| 2018-09-30 | $811k | 7.7k | 105.48 |
| 2018-06-30 | $819k | 7.7k | 106.29 |
| 2018-03-31 | $855k | 8.0k | 107.28 |
| 2017-12-31 | $867k | 7.9k | 109.29 |
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