iShares Lehman Aggregate Bond shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 2.0k | 100.26 |
| 2022-06-30 | $240k | 2.4k | 101.78 |
| 2022-03-31 | $253k | 2.4k | 107.29 |
| 2021-12-31 | $345k | 3.0k | 114.09 |
| 2021-09-30 | $312k | 2.7k | 114.83 |
| 2021-06-30 | $428k | 3.7k | 115.33 |
| 2021-03-31 | $309k | 2.7k | 113.73 |
| 2020-12-31 | $231k | 2.0k | 118.22 |
| 2020-09-30 | $231k | 2.0k | 118.22 |
| 2019-12-31 | $235k | 2.1k | 112.33 |
| 2019-09-30 | $342k | 3.0k | 113.17 |
| 2017-12-31 | $223k | 2.0k | 109.15 |
| 2017-09-30 | $276k | 2.5k | 109.70 |
| 2017-06-30 | $326k | 3.0k | 109.25 |
| 2017-03-31 | $373k | 3.4k | 108.46 |
| 2016-12-31 | $423k | 3.9k | 108.16 |
| 2016-09-30 | $539k | 4.8k | 112.24 |
| 2016-06-30 | $540k | 4.8k | 112.45 |
| 2016-03-31 | $581k | 5.2k | 110.81 |
| 2015-12-31 | $615k | 5.7k | 108.08 |
| 2015-09-30 | $668k | 6.1k | 109.51 |
| 2015-06-30 | $710k | 6.5k | 108.83 |
| 2015-03-31 | $774k | 6.9k | 111.46 |
| 2014-12-31 | $812k | 7.4k | 110.06 |
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