iShares Lehman Aggregate Bond shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 14k | 101.27 |
| 2024-06-30 | $1.4M | 14k | 97.07 |
| 2024-03-31 | $1.8M | 19k | 97.94 |
| 2023-12-31 | $1.9M | 19k | 99.25 |
| 2023-09-30 | $1.6M | 17k | 94.04 |
| 2023-06-30 | $1.5M | 15k | 97.95 |
| 2023-03-31 | $1.5M | 15k | 99.64 |
| 2022-12-31 | $1.4M | 15k | 96.99 |
| 2022-09-30 | $1.6M | 16k | 96.35 |
| 2022-06-30 | $2.5M | 24k | 101.69 |
| 2022-03-31 | $20M | 184k | 107.10 |
| 2021-12-31 | $21M | 183k | 114.08 |
| 2021-09-30 | $567k | 4.9k | 114.82 |
| 2021-06-30 | $529k | 4.6k | 115.43 |
| 2021-03-31 | $528k | 4.6k | 113.74 |
| 2020-12-31 | $450k | 3.8k | 118.17 |
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