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iShares Lehman Aggregate Bond shares owned by Unique Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Unique Wealth from 13F filings

Historical chart of Unique Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Unique Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 222k 101.27
2024-06-30 $16M 166k 97.07
2024-03-31 $15M 155k 97.94
2023-12-31 $15M 155k 99.25
2023-09-30 $7.6M 81k 94.04
2023-06-30 $6.2M 63k 97.95
2023-03-31 $5.8M 58k 99.64
2022-12-31 $3.6M 37k 96.99