iShares Lehman Aggregate Bond shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 289k | 100.25 |
| 2025-06-30 | $22M | 220k | 99.20 |
| 2025-03-31 | $14M | 145k | 98.92 |
| 2024-12-31 | $3.1M | 32k | 96.90 |
| 2024-09-30 | $2.4M | 23k | 101.27 |
| 2024-06-30 | $1.8M | 19k | 97.07 |
| 2024-03-31 | $1.6M | 17k | 97.94 |
| 2023-12-31 | $1.3M | 13k | 99.25 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $1.7M | 17k | 97.95 |
| 2023-03-31 | $1.9M | 19k | 99.64 |
| 2022-12-31 | $1.7M | 17k | 97.01 |
| 2022-09-30 | $3.3M | 34k | 96.36 |
| 2022-06-30 | $1.6M | 16k | 101.70 |
| 2022-03-31 | $2.1M | 20k | 107.05 |
| 2021-12-31 | $3.3M | 29k | 114.08 |
| 2021-09-30 | $3.4M | 29k | 114.81 |
| 2021-06-30 | $2.3M | 20k | 115.33 |
| 2021-03-31 | $2.2M | 20k | 113.82 |
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