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
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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 |
|---|---|---|---|
| 2025-09-30 | $30M | 303k | 100.25 |
| 2025-06-30 | $30M | 298k | 99.20 |
| 2025-03-31 | $29M | 289k | 98.92 |
| 2024-12-31 | $26M | 272k | 96.90 |
| 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 |
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