iShares Lehman Aggregate Bond shares owned by WealthNavi
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by WealthNavi
from 13F filings
Historical chart of WealthNavi investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthNavi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0B | 10M | 100.25 |
| 2025-06-30 | $993M | 10M | 99.20 |
| 2025-03-31 | $1.0B | 10M | 98.92 |
| 2024-12-31 | $976M | 10M | 96.90 |
| 2024-09-30 | $999M | 9.9M | 101.27 |
| 2024-03-31 | $928M | 9.5M | 97.94 |
| 2023-12-31 | $900M | 9.1M | 99.25 |
| 2023-09-30 | $815M | 8.7M | 94.04 |
| 2023-06-30 | $773M | 7.9M | 97.95 |
| 2023-03-31 | $752M | 7.5M | 99.64 |
| 2022-12-31 | $687M | 7.1M | 96.99 |
| 2022-09-30 | $651M | 6.8M | 96.34 |
| 2022-06-30 | $666M | 6.5M | 101.68 |
| 2022-03-31 | $678M | 6.3M | 107.10 |
| 2021-12-31 | $686M | 6.0M | 114.08 |
| 2021-09-30 | $628M | 5.5M | 114.83 |
| 2021-06-30 | $549M | 4.8M | 115.33 |
| 2021-03-31 | $472M | 4.1M | 113.83 |
| 2020-12-31 | $404M | 3.4M | 118.19 |
| 2020-09-30 | $361M | 3.1M | 118.06 |
| 2020-06-30 | $298M | 2.5M | 118.21 |
| 2020-03-31 | $256M | 2.2M | 115.37 |
| 2019-12-31 | $245M | 2.2M | 112.37 |
| 2019-09-30 | $215M | 1.9M | 113.17 |
| 2019-06-30 | $180M | 1.6M | 111.35 |
| 2019-03-31 | $152M | 1.4M | 109.07 |
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