iShares Lehman Aggregate Bond shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $579k | 5.8k | 99.25 |
| 2023-12-31 | $579k | 5.8k | 99.25 |
| 2023-09-30 | $1.0M | 11k | 94.04 |
| 2023-06-30 | $1.7M | 17k | 97.95 |
| 2023-03-31 | $1.2M | 12k | 99.64 |
| 2022-12-31 | $648k | 6.7k | 97.00 |
| 2022-09-30 | $594k | 6.2k | 96.50 |
| 2022-06-30 | $494k | 4.9k | 101.43 |
| 2022-03-31 | $673k | 6.3k | 107.34 |
| 2021-12-31 | $289k | 2.5k | 115.02 |
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