iShares Lehman Aggregate Bond shares owned by Westside Investment Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5M | 74k | 101.27 |
| 2024-06-30 | $7.2M | 74k | 97.07 |
| 2024-03-31 | $6.9M | 71k | 97.94 |
| 2023-12-31 | $6.9M | 70k | 99.25 |
| 2023-09-30 | $6.6M | 70k | 94.04 |
| 2023-06-30 | $6.6M | 67k | 97.95 |
| 2023-03-31 | $6.4M | 64k | 99.64 |
| 2022-12-31 | $6.0M | 62k | 96.98 |
| 2022-09-30 | $6.7M | 69k | 96.33 |
| 2022-06-30 | $7.2M | 71k | 101.67 |
| 2022-03-31 | $7.6M | 71k | 107.10 |
| 2021-12-31 | $7.9M | 70k | 114.07 |
| 2021-09-30 | $7.5M | 66k | 114.82 |
| 2021-06-30 | $6.9M | 60k | 115.32 |
| 2021-03-31 | $5.3M | 46k | 113.82 |
| 2020-12-31 | $5.4M | 46k | 118.17 |
| 2020-09-30 | $5.3M | 45k | 118.05 |
| 2020-06-30 | $5.2M | 44k | 118.20 |
| 2020-03-31 | $5.0M | 44k | 115.35 |
| 2019-06-30 | $9.2M | 83k | 111.35 |
| 2018-12-31 | $8.7M | 82k | 106.49 |
| 2018-06-30 | $8.6M | 81k | 105.99 |
| 2018-03-31 | $8.6M | 80k | 106.90 |
| 2017-12-31 | $8.4M | 77k | 109.01 |
| 2017-09-30 | $8.9M | 81k | 109.43 |
| 2017-06-30 | $7.8M | 109k | 71.01 |
| 2017-03-31 | $7.7M | 71k | 108.69 |
| 2016-12-31 | $13M | 174k | 72.38 |
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