iShares Lehman Aggregate Bond shares owned by Wetzel Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wetzel Investment Advisors
from 13F filings
Historical chart of Wetzel Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wetzel Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.1k | 100.23 |
| 2025-06-30 | $320k | 3.2k | 99.20 |
| 2025-03-31 | $321k | 3.2k | 98.93 |
| 2024-12-31 | $355k | 3.7k | 96.90 |
| 2024-09-30 | $427k | 4.2k | 101.27 |
| 2024-06-30 | $14M | 145k | 97.94 |
| 2024-03-31 | $14M | 145k | 95.28 |
| 2023-12-31 | $14M | 144k | 99.25 |
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