iShares Lehman Aggregate Bond shares owned by Wunderlich Capital Managemnt
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wunderlich Capital Managemnt
from 13F filings
Historical chart of Wunderlich Capital Managemnt investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wunderlich Capital Managemnt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $110k | 1.1k | 97.07 |
| 2024-03-31 | $111k | 1.1k | 97.94 |
| 2023-12-31 | $112k | 1.1k | 99.25 |
| 2023-09-30 | $106k | 1.1k | 94.04 |
| 2023-06-30 | $111k | 1.1k | 98.23 |
| 2023-03-31 | $113k | 1.1k | 100.00 |
| 2022-12-31 | $110k | 1.1k | 97.35 |
| 2022-09-30 | $4.8M | 50k | 96.34 |
| 2022-06-30 | $5.0M | 49k | 101.67 |
| 2022-03-31 | $5.3M | 49k | 107.09 |
| 2021-12-31 | $5.7M | 50k | 114.08 |
| 2021-09-30 | $5.8M | 50k | 114.84 |
| 2021-06-30 | $6.1M | 46k | 134.37 |
| 2021-03-31 | $6.2M | 55k | 113.83 |
| 2020-12-31 | $6.5M | 55k | 118.19 |
| 2020-09-30 | $6.5M | 55k | 118.07 |
| 2020-06-30 | $6.2M | 53k | 118.21 |
| 2020-03-31 | $6.8M | 59k | 115.36 |
| 2019-12-31 | $7.2M | 64k | 112.38 |
| 2019-09-30 | $7.3M | 64k | 113.17 |
| 2019-06-30 | $7.2M | 65k | 111.34 |
| 2019-03-31 | $6.9M | 64k | 109.06 |
| 2018-12-31 | $6.7M | 63k | 106.50 |
| 2018-09-30 | $6.7M | 63k | 105.53 |
| 2018-06-30 | $6.6M | 62k | 105.93 |
| 2018-03-31 | $6.6M | 61k | 107.26 |
| 2017-12-31 | $6.2M | 57k | 109.33 |
| 2017-09-30 | $6.1M | 56k | 109.59 |
| 2017-06-30 | $6.1M | 55k | 109.50 |
| 2017-03-31 | $6.2M | 57k | 108.50 |
| 2016-12-31 | $5.5M | 51k | 108.05 |
| 2016-09-30 | $5.8M | 52k | 112.42 |
| 2016-06-30 | $5.8M | 52k | 112.62 |
| 2016-03-31 | $5.4M | 48k | 110.83 |
| 2015-12-31 | $5.2M | 48k | 108.02 |
| 2015-09-30 | $5.0M | 45k | 109.57 |
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