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
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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