iShares Lehman Aggregate Bond shares owned by Swp Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Swp Financial
from 13F filings
Historical chart of Swp Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Swp Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $604k | 6.1k | 99.27 |
| 2025-12-31 | $295k | 3.0k | 99.88 |
| 2025-09-30 | $274k | 2.7k | 100.25 |
| 2025-06-30 | $297k | 3.0k | 99.20 |
| 2025-03-31 | $281k | 2.8k | 98.92 |
| 2024-12-31 | $357k | 3.7k | 96.90 |
| 2024-09-30 | $386k | 3.8k | 101.27 |
| 2024-06-30 | $446k | 4.6k | 97.07 |
| 2024-03-31 | $8.1M | 83k | 97.38 |
| 2023-12-31 | $7.4M | 74k | 99.25 |
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