iShares Lehman Aggregate Bond shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 120k | 100.25 |
| 2025-06-30 | $11M | 115k | 99.20 |
| 2025-03-31 | $9.9M | 100k | 98.92 |
| 2024-12-31 | $8.3M | 85k | 96.90 |
| 2024-09-30 | $7.8M | 77k | 101.27 |
| 2024-06-30 | $6.7M | 69k | 97.07 |
| 2024-03-31 | $50M | 510k | 97.94 |
| 2023-12-31 | $48M | 486k | 99.25 |
| 2023-09-30 | $54M | 575k | 94.04 |
| 2023-06-30 | $60M | 615k | 97.95 |
| 2022-06-30 | $203k | 2.0k | 101.91 |
| 2021-12-31 | $270k | 2.4k | 114.16 |
| 2021-09-30 | $354k | 3.1k | 114.90 |
| 2021-06-30 | $427k | 3.7k | 115.37 |
| 2021-03-31 | $730k | 6.4k | 113.83 |
| 2020-12-31 | $39M | 329k | 118.19 |
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