iShares Lehman Aggregate Bond shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 46k | 101.27 |
| 2024-06-30 | $4.5M | 46k | 97.07 |
| 2024-03-31 | $4.6M | 47k | 97.94 |
| 2023-12-31 | $2.3M | 23k | 99.25 |
| 2023-09-30 | $9.0k | 101 | 89.11 |
| 2023-06-30 | $7.0k | 75 | 93.33 |
| 2023-03-31 | $12k | 123 | 97.56 |
| 2022-12-31 | $8.0k | 84 | 95.24 |
| 2022-09-30 | $8.0k | 84 | 95.24 |
| 2022-06-30 | $9.0k | 84 | 107.14 |
| 2022-03-31 | $18k | 164 | 109.76 |
| 2021-12-31 | $11k | 95 | 115.79 |
| 2021-09-30 | $28k | 242 | 115.70 |
| 2021-06-30 | $28k | 241 | 116.18 |
| 2021-03-31 | $19k | 165 | 115.15 |
| 2020-12-31 | $8.0k | 70 | 114.29 |
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