iShares Lehman Aggregate Bond shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.0M | 51k | 97.94 |
| 2023-12-31 | $11M | 108k | 99.25 |
| 2023-09-30 | $5.6M | 60k | 94.04 |
| 2023-06-30 | $6.3M | 64k | 97.95 |
| 2023-03-31 | $6.5M | 65k | 99.64 |
| 2022-12-31 | $6.6M | 68k | 96.99 |
| 2022-09-30 | $8.8M | 91k | 96.33 |
| 2022-06-30 | $16M | 155k | 102.34 |
| 2022-03-31 | $14M | 130k | 107.09 |
| 2021-12-31 | $21M | 179k | 114.79 |
| 2021-09-30 | $21M | 178k | 114.95 |
| 2021-06-30 | $19M | 165k | 115.35 |
| 2021-03-31 | $38M | 331k | 114.31 |
| 2020-12-31 | $18M | 158k | 113.17 |
| 2020-09-30 | $39M | 326k | 118.13 |
| 2020-06-30 | $38M | 320k | 118.06 |
| 2020-03-31 | $16M | 137k | 115.57 |
| 2019-12-31 | $20M | 178k | 112.73 |
| 2019-09-30 | $19M | 167k | 113.08 |
| 2019-06-30 | $18M | 163k | 111.35 |
| 2019-03-31 | $9.8M | 89k | 109.07 |
| 2018-12-31 | $10M | 97k | 106.51 |
| 2018-09-30 | $10M | 100k | 102.18 |
| 2018-06-30 | $19M | 176k | 106.32 |
| 2018-03-31 | $21M | 193k | 107.89 |
| 2017-12-31 | $9.5M | 87k | 109.33 |
| 2017-09-30 | $7.6M | 69k | 110.34 |
| 2017-06-30 | $7.8M | 71k | 109.53 |
| 2017-03-31 | $5.9M | 54k | 108.48 |
| 2016-12-31 | $5.4M | 50k | 108.04 |
| 2016-09-30 | $5.4M | 48k | 112.42 |
| 2016-06-30 | $3.6M | 32k | 112.65 |
| 2016-03-31 | $3.1M | 28k | 110.50 |
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