iShares Lehman Aggregate Bond shares owned by Whitney & Company
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $882k | 8.8k | 100.24 |
| 2025-06-30 | $786k | 7.9k | 99.19 |
| 2025-03-31 | $1.2M | 12k | 98.92 |
| 2024-12-31 | $748k | 7.7k | 96.89 |
| 2024-09-30 | $849k | 8.4k | 101.26 |
| 2024-06-30 | $814k | 8.4k | 97.06 |
| 2024-03-31 | $806k | 8.2k | 97.93 |
| 2023-12-31 | $4.5M | 45k | 99.25 |
| 2023-09-30 | $3.9M | 42k | 94.04 |
| 2023-06-30 | $3.0M | 31k | 97.95 |
| 2023-03-31 | $645k | 6.5k | 99.64 |
| 2022-12-31 | $751k | 7.7k | 96.99 |
| 2022-09-30 | $563k | 5.8k | 96.29 |
| 2021-12-31 | $362k | 3.2k | 114.02 |
| 2021-09-30 | $420k | 3.7k | 114.97 |
| 2021-06-30 | $765k | 6.6k | 115.33 |
| 2021-03-31 | $884k | 7.8k | 113.81 |
| 2020-12-31 | $28M | 236k | 117.51 |
| 2020-09-30 | $27M | 232k | 118.06 |
| 2020-06-30 | $26M | 222k | 118.21 |
| 2020-03-31 | $25M | 213k | 115.37 |
| 2019-12-31 | $23M | 205k | 112.37 |
| 2019-09-30 | $21M | 188k | 112.65 |
| 2019-06-30 | $19M | 171k | 111.35 |
| 2019-03-31 | $18M | 164k | 108.59 |
| 2018-12-31 | $14M | 127k | 106.88 |
| 2018-09-30 | $9.1M | 87k | 104.01 |
| 2018-06-30 | $6.0M | 56k | 106.31 |
| 2018-03-31 | $4.2M | 39k | 107.25 |
| 2017-12-31 | $3.8M | 35k | 109.32 |
| 2017-09-30 | $1.1M | 11k | 109.52 |
| 2017-06-30 | $1.1M | 11k | 109.52 |
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