iShares Lehman Aggregate Bond shares owned by W Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by W Advisors
from 13F filings
Historical chart of W 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 W 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 |
---|---|---|---|
2024-09-30 | $368k | 3.6k | 101.27 |
2024-06-30 | $353k | 3.6k | 97.07 |
2024-03-31 | $359k | 3.7k | 97.94 |
2023-12-31 | $498k | 5.0k | 99.25 |
2023-09-30 | $345k | 3.7k | 94.04 |
2023-06-30 | $798k | 8.2k | 97.95 |
2023-03-31 | $831k | 8.3k | 99.64 |
2022-12-31 | $1.0M | 11k | 96.99 |
2022-09-30 | $617k | 6.4k | 96.28 |
2022-06-30 | $552k | 5.4k | 101.83 |
2022-03-31 | $702k | 6.6k | 107.14 |
2021-12-31 | $673k | 5.9k | 114.04 |
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