iShares Lehman Aggregate Bond shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 2.7k | 100.24 |
| 2025-06-30 | $178k | 1.8k | 99.18 |
| 2025-03-31 | $177k | 1.8k | 98.90 |
| 2024-12-31 | $161k | 1.7k | 96.88 |
| 2024-09-30 | $168k | 1.7k | 101.25 |
| 2024-06-30 | $161k | 1.7k | 97.05 |
| 2024-03-31 | $163k | 1.7k | 97.92 |
| 2023-12-31 | $165k | 1.7k | 99.23 |
| 2023-09-30 | $156k | 1.7k | 94.02 |
| 2023-06-30 | $163k | 1.7k | 97.93 |
| 2023-03-31 | $165k | 1.7k | 99.62 |
| 2022-12-31 | $161k | 1.7k | 96.97 |
| 2022-09-30 | $202k | 2.1k | 96.19 |
| 2022-06-30 | $213k | 2.1k | 101.43 |
| 2022-03-31 | $225k | 2.1k | 107.14 |
| 2021-12-31 | $240k | 2.1k | 114.29 |
| 2021-09-30 | $241k | 2.1k | 115.04 |
| 2021-06-30 | $241k | 2.1k | 115.26 |
| 2021-03-31 | $238k | 2.1k | 113.98 |
| 2020-12-31 | $246k | 2.1k | 117.99 |
| 2020-09-30 | $246k | 2.1k | 118.16 |
| 2020-06-30 | $246k | 2.1k | 118.38 |
| 2020-03-31 | $137k | 1.2k | 115.32 |
| 2019-12-31 | $133k | 1.2k | 111.95 |
| 2019-06-30 | $119k | 1.1k | 111.21 |
| 2019-03-31 | $116k | 1.1k | 108.61 |
| 2018-12-31 | $114k | 1.1k | 106.74 |
| 2018-09-30 | $113k | 1.1k | 105.81 |
| 2018-06-30 | $114k | 1.1k | 106.74 |
| 2018-03-31 | $115k | 1.1k | 107.68 |
| 2017-12-31 | $117k | 1.1k | 109.55 |
| 2017-09-30 | $117k | 1.1k | 109.55 |
| 2017-06-30 | $211k | 1.9k | 109.44 |
| 2017-03-31 | $211k | 1.9k | 108.65 |
| 2016-12-31 | $228k | 2.1k | 108.26 |
| 2016-09-30 | $303k | 2.7k | 112.31 |
| 2016-06-30 | $269k | 2.4k | 112.55 |
| 2016-03-31 | $240k | 2.2k | 110.91 |
| 2015-12-31 | $233k | 2.2k | 107.82 |
| 2015-09-30 | $187k | 1.7k | 109.48 |
| 2015-06-30 | $185k | 1.7k | 108.50 |
| 2015-03-31 | $312k | 2.8k | 111.59 |
| 2014-12-31 | $307k | 2.8k | 110.19 |
| 2014-09-30 | $415k | 3.8k | 109.01 |
| 2014-06-30 | $415k | 3.8k | 109.27 |
| 2014-03-31 | $409k | 3.8k | 108.03 |
| 2013-12-31 | $236k | 2.2k | 106.35 |
| 2013-09-30 | $138k | 1.3k | 107.14 |
| 2013-06-30 | $138k | 1.3k | 107.56 |
| 2012-12-31 | $141k | 1.3k | 111.02 |
| 2012-06-30 | $136k | 1.2k | 111.38 |
| 2012-03-31 | $134k | 1.2k | 109.75 |
| 2011-12-31 | $135k | 1.2k | 110.57 |
| 2011-09-30 | $134k | 1.2k | 109.75 |
| 2011-06-30 | $130k | 1.2k | 106.47 |
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