iShares Lehman Aggregate Bond shares owned by Waldron
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 31k | 100.25 |
| 2025-06-30 | $4.2M | 42k | 99.20 |
| 2025-03-31 | $4.6M | 46k | 98.92 |
| 2024-12-31 | $3.4M | 35k | 96.90 |
| 2024-09-30 | $3.2M | 32k | 101.27 |
| 2024-06-30 | $2.9M | 30k | 97.07 |
| 2024-03-31 | $3.2M | 32k | 97.94 |
| 2023-12-31 | $2.2M | 22k | 99.24 |
| 2023-09-30 | $3.5M | 38k | 94.02 |
| 2023-06-30 | $4.6M | 47k | 97.95 |
| 2023-03-31 | $4.9M | 49k | 99.64 |
| 2022-12-31 | $772k | 8.0k | 96.26 |
| 2022-09-30 | $772k | 8.0k | 96.26 |
| 2022-06-30 | $2.5M | 24k | 101.67 |
| 2022-03-31 | $1.9M | 18k | 107.06 |
| 2021-12-31 | $5.1M | 45k | 114.06 |
| 2021-09-30 | $327k | 2.8k | 114.86 |
| 2021-06-30 | $362k | 3.1k | 115.14 |
| 2021-03-31 | $686k | 6.0k | 113.80 |
| 2020-12-31 | $2.1M | 18k | 118.19 |
| 2020-09-30 | $270k | 2.3k | 117.85 |
| 2020-06-30 | $287k | 2.4k | 118.20 |
| 2020-03-31 | $324k | 2.8k | 115.22 |
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