iShares Lehman Aggregate Bond shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $378k | 3.7k | 101.26 |
| 2024-06-30 | $366k | 3.8k | 97.07 |
| 2024-03-31 | $368k | 3.8k | 97.93 |
| 2023-12-31 | $437k | 4.4k | 99.25 |
| 2023-09-30 | $411k | 4.4k | 94.04 |
| 2022-12-31 | $382k | 3.9k | 97.00 |
| 2022-09-30 | $395k | 4.1k | 96.29 |
| 2022-06-30 | $429k | 4.2k | 101.71 |
| 2022-03-31 | $449k | 4.2k | 107.21 |
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