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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 3.7k | 100.25 |
| 2025-06-30 | $364k | 3.7k | 99.20 |
| 2025-03-31 | $366k | 3.7k | 98.92 |
| 2024-12-31 | $352k | 3.6k | 96.90 |
| 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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