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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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