iShares Lehman Aggregate Bond shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 61k | 100.25 |
| 2025-06-30 | $6.0M | 61k | 99.20 |
| 2025-03-31 | $17M | 171k | 98.92 |
| 2024-12-31 | $15M | 159k | 96.90 |
| 2024-09-30 | $20M | 196k | 101.27 |
| 2024-06-30 | $12M | 122k | 97.07 |
| 2024-03-31 | $12M | 119k | 97.94 |
| 2023-09-30 | $5.7M | 61k | 94.04 |
| 2023-06-30 | $17M | 172k | 97.95 |
| 2023-03-31 | $8.7M | 87k | 99.64 |
| 2020-03-31 | $1.8M | 15k | 115.38 |
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