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
Download as csvQuarterly 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 |
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