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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All positions including iShares Lehman Aggregate Bond held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Synergy Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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