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iShares Lehman Aggregate Bond shares owned by TCWP

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by TCWP from 13F filings

Historical chart of TCWP investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by TCWP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by TCWP

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 14k 94.04
2023-06-30 $3.1M 32k 97.95
2023-03-31 $3.4M 34k 99.64
2022-12-31 $1.9M 20k 97.31
2022-09-30 $1.4M 15k 96.33
2022-06-30 $1.6M 16k 101.66
2022-03-31 $1.0M 9.7k 107.10

More positions owned by TCWP