iShares Lehman Aggregate Bond shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 168k | 97.94 |
| 2023-12-31 | $18M | 183k | 99.25 |
| 2023-09-30 | $14M | 149k | 94.04 |
| 2023-06-30 | $25M | 257k | 97.95 |
| 2023-03-31 | $8.1M | 81k | 99.64 |
| 2022-12-31 | $8.6M | 89k | 96.98 |
| 2022-09-30 | $1.2M | 12k | 96.35 |
| 2022-06-30 | $1.1M | 10k | 101.73 |
| 2022-03-31 | $2.3M | 21k | 107.10 |
| 2021-12-31 | $4.9M | 43k | 114.07 |
| 2021-09-30 | $2.3M | 20k | 114.83 |
| 2021-06-30 | $2.3M | 20k | 115.31 |
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