iShares Lehman Aggregate Bond shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $211k | 2.2k | 96.91 |
| 2024-09-30 | $218k | 2.2k | 101.25 |
| 2024-06-30 | $215k | 2.2k | 97.06 |
| 2024-03-31 | $215k | 2.2k | 97.94 |
| 2023-12-31 | $222k | 2.2k | 99.25 |
| 2023-09-30 | $208k | 2.2k | 94.03 |
| 2023-06-30 | $218k | 2.2k | 97.95 |
| 2023-03-31 | $220k | 2.2k | 99.66 |
| 2022-12-31 | $214k | 2.2k | 96.97 |
| 2022-09-30 | $272k | 2.8k | 96.39 |
| 2022-06-30 | $263k | 2.6k | 101.74 |
| 2022-03-31 | $583k | 5.4k | 107.07 |
| 2021-12-31 | $866k | 7.6k | 114.10 |
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