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iShares Lehman Aggregate Bond shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.2k 101.28
2022-12-31 $203k 2.1k 96.99