iShares Lehman Aggregate Bond shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $393k | 4.0k | 97.83 |
| 2023-03-31 | $431k | 4.3k | 99.75 |
| 2022-12-31 | $477k | 4.9k | 96.97 |
| 2022-09-30 | $509k | 5.3k | 96.27 |
| 2022-06-30 | $540k | 5.3k | 101.66 |
| 2022-03-31 | $568k | 5.3k | 107.11 |
| 2021-12-31 | $563k | 4.9k | 114.18 |
| 2021-09-30 | $498k | 4.3k | 114.85 |
| 2021-06-30 | $333k | 2.9k | 115.46 |
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