iShares Lehman Aggregate Bond shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 45k | 100.25 |
| 2025-06-30 | $4.7M | 47k | 99.20 |
| 2025-03-31 | $4.6M | 47k | 98.56 |
| 2024-12-31 | $4.8M | 50k | 96.90 |
| 2024-09-30 | $3.4M | 34k | 101.27 |
| 2024-06-30 | $3.3M | 34k | 97.07 |
| 2024-03-31 | $3.5M | 36k | 98.05 |
| 2023-12-31 | $3.7M | 39k | 94.45 |
| 2023-09-30 | $3.6M | 38k | 94.04 |
| 2023-06-30 | $4.2M | 41k | 102.27 |
| 2023-03-31 | $4.5M | 45k | 99.64 |
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