iShares Lehman Aggregate Bond shares owned by Westwood Holdings
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 12k | 101.27 |
2024-06-30 | $1.5M | 15k | 97.07 |
2024-03-31 | $1.6M | 16k | 97.96 |
2023-09-30 | $1.9M | 20k | 94.03 |
2023-06-30 | $2.0M | 20k | 97.97 |
2023-03-31 | $2.1M | 21k | 99.64 |
2022-12-31 | $2.2M | 23k | 96.99 |
2022-09-30 | $2.9M | 30k | 96.35 |
2022-06-30 | $3.2M | 32k | 101.66 |
2022-03-31 | $3.4M | 32k | 107.09 |
2021-12-31 | $3.8M | 33k | 114.07 |
2021-09-30 | $3.8M | 33k | 114.83 |
2021-06-30 | $4.1M | 36k | 115.34 |
2021-03-31 | $4.3M | 38k | 113.81 |
2020-12-31 | $4.4M | 37k | 118.18 |
2020-09-30 | $5.0M | 43k | 118.06 |
2020-06-30 | $7.7M | 65k | 118.20 |
2020-03-31 | $15M | 129k | 115.37 |
2019-12-31 | $13M | 116k | 112.38 |
2019-09-30 | $7.1M | 63k | 113.17 |
2019-06-30 | $6.8M | 61k | 111.35 |
2019-03-31 | $5.5M | 51k | 109.07 |
2018-12-31 | $2.3M | 21k | 106.48 |
2018-09-30 | $348k | 3.3k | 105.65 |
2017-06-30 | $298k | 2.7k | 109.56 |
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