iShares Lehman Aggregate Bond shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $26M | 219k | 118.06 |
| 2020-06-30 | $26M | 220k | 118.21 |
| 2020-03-31 | $21M | 185k | 115.37 |
| 2019-12-31 | $21M | 184k | 112.37 |
| 2019-09-30 | $20M | 180k | 113.17 |
| 2019-06-30 | $18M | 165k | 111.35 |
| 2019-03-31 | $17M | 158k | 109.07 |
| 2018-12-31 | $18M | 164k | 106.49 |
| 2018-09-30 | $14M | 133k | 105.51 |
| 2018-06-30 | $14M | 127k | 106.32 |
| 2018-03-31 | $13M | 122k | 107.25 |
| 2017-12-31 | $11M | 102k | 109.33 |
| 2017-09-30 | $10M | 94k | 109.58 |
| 2017-06-30 | $9.8M | 90k | 109.50 |
| 2017-03-31 | $9.4M | 86k | 108.48 |
| 2016-12-31 | $8.1M | 75k | 108.06 |
| 2016-09-30 | $7.6M | 68k | 112.41 |
| 2016-06-30 | $7.6M | 67k | 112.60 |
| 2016-03-31 | $5.7M | 51k | 110.83 |
| 2015-12-31 | $4.5M | 41k | 108.00 |
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