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iShares Lehman Aggregate Bond shares owned by Merit Financial Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 29k 96.19
2023-12-31 $970k 9.8k 99.25
2023-09-30 $907k 9.6k 94.04
2023-06-30 $1.6M 16k 97.95
2023-03-31 $1.3M 13k 99.64
2022-12-31 $1.8M 19k 96.99
2022-09-30 $891k 9.2k 96.38
2022-06-30 $1.3M 13k 101.72
2022-03-31 $1.4M 13k 107.06
2021-12-31 $1.5M 13k 114.11
2021-09-30 $1.2M 11k 114.85
2021-06-30 $1.4M 12k 115.33
2021-03-31 $1.3M 11k 113.80
2020-12-31 $949k 8.0k 118.24
2020-09-30 $1.1M 9.2k 118.10
2020-06-30 $1.1M 9.3k 118.26
2020-03-31 $1.1M 9.9k 115.39
2019-12-31 $1.6M 14k 112.36
2019-09-30 $831k 7.3k 113.18