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iShares Lehman Aggregate Bond shares owned by Wealthstreet Investment Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealthstreet Investment Advisors from 13F filings

Historical chart of Wealthstreet Investment Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Wealthstreet Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealthstreet Investment Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $20k 191 104.71
2021-12-31 $22k 191 115.18
2021-09-30 $22k 191 115.18
2021-06-30 $22k 191 115.18
2021-03-31 $1.3M 11k 115.18
2020-12-31 $1.2M 10k 120.42
2020-09-30 $932k 7.7k 120.42
2020-06-30 $400k 3.3k 120.42
2020-03-31 $383k 3.3k 115.18
2019-12-31 $366k 3.3k 109.95
2019-09-30 $366k 3.3k 109.95
2019-06-30 $375k 3.4k 109.95
2019-03-31 $375k 3.4k 109.95
2018-12-31 $343k 3.2k 106.52
2018-09-30 $334k 3.2k 105.50
2018-06-30 $337k 3.2k 106.44
2018-03-31 $340k 3.2k 107.39
2017-12-31 $346k 3.2k 109.29