iShares Lehman Aggregate Bond shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 2.4k | 100.25 |
| 2025-06-30 | $240k | 2.4k | 99.20 |
| 2025-03-31 | $240k | 2.4k | 98.92 |
| 2024-12-31 | $239k | 2.5k | 96.90 |
| 2024-09-30 | $250k | 2.5k | 101.27 |
| 2024-06-30 | $219k | 2.3k | 97.07 |
| 2024-03-31 | $221k | 2.3k | 97.94 |
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