iShares Lehman Aggregate Bond shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 37k | 99.88 |
| 2025-09-30 | $3.5M | 35k | 100.25 |
| 2025-06-30 | $3.3M | 33k | 99.20 |
| 2025-03-31 | $3.1M | 32k | 98.92 |
| 2024-12-31 | $2.8M | 29k | 96.90 |
| 2024-09-30 | $2.8M | 28k | 101.27 |
| 2024-06-30 | $2.6M | 27k | 97.07 |
| 2024-03-31 | $2.6M | 27k | 97.07 |
| 2023-12-31 | $2.6M | 26k | 99.25 |
| 2023-09-30 | $2.5M | 27k | 94.04 |
| 2023-06-30 | $2.6M | 27k | 97.95 |
| 2023-03-31 | $2.6M | 26k | 99.64 |
| 2022-12-31 | $2.4M | 25k | 96.99 |
| 2022-09-30 | $2.3M | 24k | 96.34 |
| 2022-06-30 | $2.3M | 23k | 101.68 |
| 2022-03-31 | $2.4M | 22k | 107.10 |
| 2021-12-31 | $2.5M | 22k | 114.08 |
| 2021-09-30 | $2.5M | 22k | 114.83 |
| 2021-06-30 | $2.4M | 21k | 115.33 |
| 2021-03-31 | $2.1M | 19k | 113.83 |
| 2020-12-31 | $2.3M | 19k | 118.19 |
| 2020-09-30 | $2.4M | 21k | 118.06 |
| 2020-06-30 | $2.5M | 21k | 118.21 |
| 2020-03-31 | $2.4M | 21k | 115.37 |
| 2019-12-31 | $2.3M | 21k | 112.37 |
| 2019-09-30 | $2.3M | 20k | 113.17 |
| 2019-06-30 | $2.0M | 18k | 111.35 |
| 2019-03-31 | $2.0M | 18k | 109.07 |
| 2018-12-31 | $1.8M | 17k | 106.49 |
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