iShares Lehman Aggregate Bond shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291k | 2.9k | 101.29 |
| 2024-06-30 | $319k | 3.3k | 97.07 |
| 2024-03-31 | $290k | 3.0k | 97.93 |
| 2023-12-31 | $401k | 4.0k | 99.26 |
| 2023-09-30 | $481k | 5.1k | 94.05 |
| 2023-06-30 | $508k | 5.2k | 97.96 |
| 2023-03-31 | $1.3M | 13k | 99.64 |
| 2022-12-31 | $1.6M | 17k | 96.99 |
| 2022-09-30 | $2.2M | 23k | 96.33 |
| 2022-06-30 | $3.0M | 30k | 101.69 |
| 2022-03-31 | $3.2M | 32k | 102.36 |
| 2021-12-31 | $4.1M | 36k | 114.08 |
| 2021-09-30 | $1.7M | 15k | 114.81 |
| 2021-06-30 | $1.6M | 14k | 115.35 |
| 2021-03-31 | $1.9M | 16k | 114.63 |
| 2020-12-31 | $2.6M | 22k | 116.90 |
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