iShares Lehman Aggregate Bond shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 67k | 101.27 |
| 2024-06-30 | $6.1M | 63k | 97.07 |
| 2024-03-31 | $5.9M | 60k | 97.94 |
| 2023-09-30 | $7.5M | 79k | 94.04 |
| 2023-06-30 | $7.3M | 75k | 97.95 |
| 2023-03-31 | $8.5M | 86k | 99.64 |
| 2022-12-31 | $38M | 387k | 96.99 |
| 2022-09-30 | $2.3M | 24k | 96.35 |
| 2022-06-30 | $3.1M | 31k | 101.68 |
| 2022-03-31 | $2.5M | 23k | 107.12 |
| 2021-12-31 | $2.4M | 21k | 114.11 |
| 2021-09-30 | $2.3M | 20k | 114.83 |
| 2021-06-30 | $2.3M | 19k | 116.48 |
| 2021-03-31 | $1.6M | 14k | 113.85 |
| 2020-12-31 | $1.4M | 12k | 118.21 |
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