iShares Lehman Aggregate Bond shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 10k | 101.24 |
| 2024-03-31 | $1.5M | 15k | 97.92 |
| 2023-12-31 | $1.4M | 14k | 99.21 |
| 2023-09-30 | $3.7M | 39k | 94.03 |
| 2023-06-30 | $1.6M | 16k | 97.94 |
| 2023-03-31 | $1.6M | 16k | 99.67 |
| 2022-12-31 | $1.3M | 13k | 97.02 |
| 2022-09-30 | $936k | 9.7k | 96.31 |
| 2022-06-30 | $1.2M | 12k | 101.70 |
| 2022-03-31 | $2.1M | 20k | 107.08 |
| 2021-12-31 | $2.6M | 23k | 114.09 |
| 2021-09-30 | $4.1M | 36k | 114.82 |
| 2021-06-30 | $4.1M | 36k | 115.34 |
| 2021-03-31 | $3.7M | 33k | 113.84 |
| 2020-12-31 | $3.6M | 31k | 118.18 |
| 2020-09-30 | $3.1M | 26k | 118.05 |
| 2020-06-30 | $2.9M | 24k | 118.20 |
| 2020-03-31 | $2.5M | 22k | 115.37 |
| 2019-12-31 | $2.1M | 19k | 112.39 |
| 2019-09-30 | $1.8M | 16k | 113.19 |
| 2019-06-30 | $1.7M | 16k | 111.32 |
| 2019-03-31 | $2.2M | 20k | 109.07 |
| 2018-12-31 | $2.2M | 21k | 106.50 |
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