iShares Lehman Aggregate Bond shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 3.4k | 100.25 |
| 2025-06-30 | $322k | 3.2k | 99.20 |
| 2025-03-31 | $341k | 3.4k | 98.92 |
| 2024-12-31 | $334k | 3.4k | 96.90 |
| 2024-09-30 | $334k | 3.3k | 101.27 |
| 2024-06-30 | $320k | 3.3k | 97.07 |
| 2024-03-31 | $323k | 3.3k | 97.94 |
| 2023-12-31 | $298k | 3.0k | 99.25 |
| 2023-09-30 | $189k | 2.0k | 94.04 |
| 2023-06-30 | $192k | 2.0k | 97.95 |
| 2023-03-31 | $141k | 1.4k | 99.64 |
| 2022-12-31 | $131k | 1.4k | 96.99 |
| 2022-09-30 | $120k | 1.3k | 96.00 |
| 2022-06-30 | $127k | 1.3k | 101.60 |
| 2022-03-31 | $134k | 1.3k | 107.20 |
| 2021-12-31 | $143k | 1.3k | 114.40 |
| 2021-09-30 | $144k | 1.3k | 115.20 |
| 2021-06-30 | $144k | 1.3k | 115.20 |
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