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iShares Lehman Aggregate Bond shares owned by Watermark Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset 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 Watermark Asset 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $32M 303k 106.49
2018-09-30 $36M 336k 105.52
2018-06-30 $35M 330k 106.32
2018-03-31 $36M 334k 107.25
2017-12-31 $38M 344k 109.33
2017-09-30 $39M 353k 109.59
2017-06-30 $38M 348k 109.51
2017-03-31 $36M 336k 108.49