iShares Lehman Aggregate Bond shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 72k | 100.25 |
| 2025-06-30 | $5.7M | 58k | 99.20 |
| 2025-03-31 | $5.3M | 54k | 98.92 |
| 2024-12-31 | $7.7M | 3.7k | 2092.15 |
| 2024-09-30 | $8.8M | 87k | 101.27 |
| 2024-06-30 | $8.2M | 85k | 97.07 |
| 2024-03-31 | $11M | 108k | 97.94 |
| 2023-12-31 | $13M | 133k | 99.25 |
| 2023-09-30 | $1.4M | 14k | 94.04 |
| 2023-06-30 | $594k | 6.1k | 97.95 |
| 2023-03-31 | $519k | 5.2k | 99.64 |
| 2022-12-31 | $514k | 5.3k | 96.99 |
| 2021-03-31 | $218k | 1.9k | 114.08 |
| 2020-12-31 | $348k | 2.9k | 118.21 |
| 2020-09-30 | $348k | 2.9k | 118.21 |
| 2020-06-30 | $348k | 2.9k | 118.21 |
| 2020-03-31 | $340k | 2.9k | 115.49 |
| 2019-12-31 | $381k | 3.4k | 112.29 |
| 2019-09-30 | $384k | 3.4k | 113.17 |
| 2019-06-30 | $392k | 3.5k | 111.40 |
| 2019-03-31 | $384k | 3.5k | 109.06 |
| 2018-12-31 | $395k | 3.7k | 106.53 |
| 2018-09-30 | $655k | 6.2k | 105.59 |
| 2018-06-30 | $660k | 6.2k | 106.40 |
| 2018-03-31 | $827k | 7.7k | 107.19 |
| 2017-12-31 | $1.1M | 9.7k | 109.58 |
| 2017-09-30 | $1.1M | 9.7k | 109.58 |
| 2017-06-30 | $534k | 4.9k | 109.54 |
| 2017-03-31 | $799k | 7.4k | 108.53 |
| 2016-12-31 | $3.5M | 33k | 108.06 |
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