iShares Lehman Aggregate Bond shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $297k | 3.0k | 97.94 |
| 2023-12-31 | $320k | 3.2k | 99.25 |
| 2023-09-30 | $239k | 2.5k | 94.04 |
| 2023-06-30 | $229k | 2.3k | 97.95 |
| 2023-03-31 | $219k | 2.2k | 99.64 |
| 2022-12-31 | $414k | 4.3k | 96.99 |
| 2022-09-30 | $2.0M | 21k | 96.34 |
| 2022-06-30 | $266k | 2.6k | 101.80 |
| 2022-03-31 | $235k | 2.2k | 106.92 |
| 2021-12-31 | $249k | 2.2k | 114.06 |
| 2021-09-30 | $263k | 2.3k | 115.00 |
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