iShares Lehman Aggregate Bond shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 13k | 99.25 |
| 2023-09-30 | $1.4M | 15k | 94.04 |
| 2023-06-30 | $1.4M | 14k | 97.95 |
| 2023-03-31 | $1.4M | 14k | 99.64 |
| 2022-12-31 | $1.3M | 14k | 96.99 |
| 2022-09-30 | $1.5M | 15k | 96.33 |
| 2022-06-30 | $2.8M | 27k | 101.70 |
| 2022-03-31 | $2.0M | 19k | 107.10 |
| 2021-12-31 | $3.6M | 31k | 114.08 |
| 2021-09-30 | $4.1M | 36k | 114.82 |
| 2021-06-30 | $4.3M | 37k | 115.34 |
| 2021-03-31 | $4.6M | 40k | 113.83 |
| 2020-12-31 | $5.0M | 42k | 118.19 |
| 2020-09-30 | $4.9M | 41k | 118.06 |
| 2020-06-30 | $5.1M | 43k | 118.21 |
| 2020-03-31 | $4.0M | 35k | 115.37 |
| 2019-12-31 | $6.2M | 55k | 112.38 |
| 2019-09-30 | $3.8M | 34k | 113.16 |
| 2019-06-30 | $5.8M | 52k | 111.36 |
| 2019-03-31 | $5.5M | 51k | 109.07 |
| 2018-12-31 | $5.4M | 51k | 106.49 |
| 2018-09-30 | $6.8M | 64k | 105.52 |
| 2018-06-30 | $6.5M | 61k | 106.32 |
| 2018-03-31 | $8.0M | 74k | 108.49 |
| 2017-12-31 | $11M | 99k | 109.33 |
| 2017-09-30 | $9.6M | 88k | 109.59 |
| 2017-06-30 | $9.1M | 83k | 109.51 |
| 2017-03-31 | $8.0M | 74k | 108.49 |
| 2016-12-31 | $11M | 98k | 108.06 |
| 2016-09-30 | $11M | 96k | 112.42 |
| 2016-06-30 | $8.2M | 73k | 112.62 |
| 2016-03-31 | $4.8M | 44k | 110.82 |
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