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iShares Lehman Aggregate Bond shares owned by WealthTrust Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by WealthTrust Asset Management from 13F filings

Historical chart of WealthTrust Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by WealthTrust Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthTrust Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 52k 100.25
2025-06-30 $5.2M 52k 99.20
2025-03-31 $5.8M 59k 98.92
2024-12-31 $5.8M 60k 96.90
2024-09-30 $6.0M 59k 101.27
2024-06-30 $6.2M 64k 97.07