iShares Lehman Aggregate Bond shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $30k | 305 | 99.20 |
| 2025-03-31 | $30k | 305 | 98.92 |
| 2024-12-31 | $30k | 305 | 96.90 |
| 2024-09-30 | $31k | 306 | 101.27 |
| 2024-06-30 | $97 | 1 | 97.00 |
| 2023-12-31 | $10k | 105 | 99.27 |
| 2023-09-30 | $9.9k | 105 | 94.04 |
| 2023-06-30 | $11k | 107 | 97.95 |
| 2023-03-31 | $10k | 102 | 99.64 |
| 2022-12-31 | $9.9k | 102 | 96.99 |
| 2022-09-30 | $10k | 102 | 98.04 |
| 2022-06-30 | $32k | 316 | 101.27 |
| 2022-03-31 | $46k | 428 | 107.48 |
| 2021-12-31 | $24k | 214 | 112.15 |
| 2021-09-30 | $25k | 214 | 116.82 |
| 2021-06-30 | $30k | 259 | 115.83 |
| 2021-03-31 | $29k | 259 | 111.97 |
| 2020-12-31 | $31k | 259 | 119.69 |
| 2018-09-30 | $137k | 1.3k | 105.71 |
| 2018-06-30 | $138k | 1.3k | 106.48 |
| 2018-03-31 | $107k | 1.0k | 107.00 |
| 2017-12-31 | $109k | 1.0k | 109.00 |
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