iShares Lehman Aggregate Bond shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 3.4k | 100.25 |
| 2025-06-30 | $336k | 3.4k | 99.20 |
| 2024-12-31 | $331k | 3.4k | 96.90 |
| 2024-09-30 | $344k | 3.4k | 101.27 |
| 2024-06-30 | $329k | 3.4k | 97.07 |
| 2024-03-31 | $608k | 6.2k | 97.94 |
| 2023-12-31 | $312k | 3.1k | 99.25 |
| 2023-09-30 | $300k | 3.2k | 94.04 |
| 2023-06-30 | $396k | 4.0k | 97.95 |
| 2023-03-31 | $553k | 5.5k | 99.64 |
| 2022-12-31 | $552k | 5.7k | 96.99 |
| 2022-09-30 | $587k | 6.1k | 96.40 |
| 2022-06-30 | $592k | 5.8k | 101.70 |
| 2022-03-31 | $377k | 3.5k | 107.22 |
| 2021-12-31 | $481k | 4.2k | 114.20 |
| 2021-09-30 | $514k | 4.5k | 114.81 |
| 2021-06-30 | $498k | 4.3k | 115.22 |
| 2021-03-31 | $339k | 3.0k | 113.76 |
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