iShares Lehman Aggregate Bond shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 12k | 96.90 |
| 2024-09-30 | $979k | 9.7k | 101.27 |
| 2024-06-30 | $851k | 8.8k | 97.15 |
| 2024-03-31 | $636k | 6.5k | 97.94 |
| 2023-12-31 | $613k | 6.2k | 99.25 |
| 2023-09-30 | $537k | 5.7k | 94.04 |
| 2023-06-30 | $578k | 5.9k | 97.95 |
| 2023-03-31 | $507k | 5.1k | 99.64 |
| 2022-12-31 | $460k | 4.7k | 96.99 |
| 2022-09-30 | $506k | 5.2k | 96.40 |
| 2022-06-30 | $358k | 3.5k | 101.70 |
| 2022-03-31 | $387k | 3.6k | 106.91 |
| 2021-12-31 | $618k | 5.4k | 114.19 |
| 2021-09-30 | $398k | 3.5k | 114.70 |
| 2021-06-30 | $404k | 3.5k | 115.26 |
| 2021-03-31 | $399k | 3.5k | 113.84 |
| 2020-12-31 | $415k | 3.5k | 118.40 |
| 2020-09-30 | $420k | 3.6k | 117.81 |
| 2020-06-30 | $421k | 3.6k | 118.09 |
| 2020-03-31 | $412k | 3.6k | 115.57 |
| 2019-12-31 | $410k | 3.6k | 112.48 |
| 2019-09-30 | $431k | 3.8k | 112.98 |
| 2019-06-30 | $445k | 4.0k | 111.50 |
| 2019-03-31 | $414k | 3.8k | 108.95 |
| 2018-12-31 | $405k | 3.8k | 106.58 |
| 2018-09-30 | $395k | 3.7k | 105.76 |
| 2018-06-30 | $397k | 3.7k | 106.29 |
| 2018-03-31 | $521k | 4.9k | 107.40 |
| 2017-12-31 | $637k | 5.8k | 109.36 |
| 2017-09-30 | $661k | 6.0k | 109.71 |
| 2017-06-30 | $660k | 6.0k | 109.54 |
| 2017-03-31 | $654k | 6.0k | 108.55 |
| 2016-12-31 | $663k | 6.1k | 108.24 |
| 2016-09-30 | $688k | 6.1k | 112.33 |
| 2016-06-30 | $676k | 6.0k | 112.67 |
| 2016-03-31 | $701k | 6.3k | 110.83 |
| 2015-12-31 | $784k | 7.3k | 108.11 |
| 2015-09-30 | $574k | 5.2k | 109.54 |
| 2015-06-30 | $570k | 5.2k | 108.78 |
| 2015-03-31 | $595k | 5.3k | 111.42 |
| 2014-12-31 | $673k | 6.1k | 110.15 |
| 2014-09-30 | $738k | 6.8k | 109.17 |
| 2014-06-30 | $740k | 6.8k | 109.47 |
| 2014-03-31 | $857k | 7.9k | 108.00 |
| 2013-12-31 | $1.1M | 10k | 106.40 |
| 2013-09-30 | $1.2M | 11k | 107.19 |
| 2013-06-30 | $1.3M | 12k | 107.28 |
| 2013-03-31 | $1.3M | 12k | 110.71 |
| 2012-12-31 | $1.3M | 12k | 111.08 |
| 2012-09-30 | $1.4M | 12k | 112.44 |
| 2012-06-30 | $764k | 6.9k | 111.21 |
| 2012-03-31 | $612k | 5.6k | 109.87 |
| 2011-12-31 | $641k | 5.8k | 110.14 |
| 2011-09-30 | $641k | 5.8k | 110.14 |
| 2011-06-30 | $621k | 5.8k | 106.70 |
| 2011-03-31 | $434k | 4.1k | 105.34 |
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