iShares Lehman Aggregate Bond shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 402k | 100.25 |
| 2025-06-30 | $37M | 374k | 99.20 |
| 2025-03-31 | $39M | 396k | 98.89 |
| 2024-12-31 | $38M | 395k | 96.90 |
| 2024-09-30 | $37M | 365k | 101.27 |
| 2024-06-30 | $35M | 362k | 97.07 |
| 2024-03-31 | $34M | 353k | 97.46 |
| 2023-12-31 | $34M | 344k | 99.25 |
| 2023-09-30 | $31M | 326k | 94.04 |
| 2023-06-30 | $31M | 312k | 97.93 |
| 2023-03-31 | $31M | 312k | 99.64 |
| 2022-12-31 | $30M | 312k | 96.99 |
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