iShares Lehman Aggregate Bond shares owned by WP Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 3.6k | 100.26 |
| 2025-06-30 | $349k | 3.5k | 99.19 |
| 2025-03-31 | $5.2M | 52k | 98.92 |
| 2024-06-30 | $6.5M | 67k | 97.07 |
| 2024-03-31 | $6.8M | 69k | 97.94 |
| 2019-03-31 | $513k | 470 | 1091.49 |
| 2018-09-30 | $49k | 464 | 105.60 |
| 2018-06-30 | $49k | 460 | 106.52 |
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