iShares Lehman Aggregate Bond shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 134 | 100.18 |
| 2025-06-30 | $13k | 133 | 99.03 |
| 2025-03-31 | $14k | 144 | 98.69 |
| 2024-12-31 | $17k | 177 | 96.79 |
| 2024-09-30 | $18k | 175 | 101.25 |
| 2024-06-30 | $17k | 174 | 96.87 |
| 2024-03-31 | $21k | 218 | 98.10 |
| 2023-12-31 | $91k | 913 | 99.20 |
| 2023-09-30 | $95k | 1.0k | 94.03 |
| 2023-06-30 | $99k | 1.0k | 97.93 |
| 2023-03-31 | $101k | 1.0k | 99.62 |
| 2022-12-31 | $98k | 1.0k | 97.00 |
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