iShares Lehman Aggregate Bond shares owned by Synergy Financial Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 178k | 100.25 |
| 2025-06-30 | $5.1M | 52k | 99.20 |
| 2025-03-31 | $4.1M | 42k | 98.92 |
| 2024-12-31 | $7.1M | 74k | 96.91 |
| 2024-09-30 | $3.5M | 35k | 101.27 |
| 2024-06-30 | $8.6M | 89k | 97.07 |
| 2024-03-31 | $2.0M | 20k | 97.94 |
| 2023-12-31 | $1.6M | 16k | 99.25 |
| 2023-09-30 | $686k | 7.3k | 94.03 |
| 2023-06-30 | $559k | 5.7k | 97.96 |
| 2023-03-31 | $459k | 4.6k | 99.65 |
| 2022-12-31 | $267k | 2.8k | 97.00 |
| 2022-09-30 | $306k | 3.2k | 96.42 |
| 2022-06-30 | $238k | 2.3k | 101.74 |
| 2022-03-31 | $232k | 2.2k | 106.96 |
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