iShares Lehman Aggregate Bond shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 47k | 97.94 |
| 2023-12-31 | $5.3M | 53k | 99.25 |
| 2023-09-30 | $3.4M | 36k | 94.04 |
| 2023-06-30 | $3.5M | 36k | 97.95 |
| 2023-03-31 | $3.8M | 38k | 99.64 |
| 2022-12-31 | $4.1M | 43k | 96.99 |
| 2022-09-30 | $2.4M | 25k | 96.41 |
| 2022-06-30 | $1.8M | 18k | 101.70 |
| 2022-03-31 | $5.4M | 50k | 107.09 |
| 2021-12-31 | $7.9M | 70k | 114.10 |
| 2021-09-30 | $9.5M | 83k | 114.83 |
| 2021-06-30 | $9.9M | 86k | 115.33 |
| 2021-03-31 | $9.9M | 87k | 113.84 |
| 2020-12-31 | $1.8M | 15k | 118.20 |
| 2020-09-30 | $1.5M | 13k | 118.34 |
| 2020-06-30 | $1.4M | 12k | 118.46 |
| 2020-03-31 | $950k | 8.3k | 114.68 |
| 2019-12-31 | $1.0M | 8.9k | 112.27 |
| 2019-09-30 | $766k | 6.8k | 113.08 |
| 2019-06-30 | $767k | 6.9k | 111.28 |
| 2019-03-31 | $770k | 7.1k | 109.11 |
| 2018-12-31 | $1.4M | 14k | 106.46 |
| 2018-09-30 | $899k | 8.5k | 105.47 |
| 2018-06-30 | $925k | 8.7k | 106.35 |
| 2018-03-31 | $1.1M | 10k | 107.23 |
| 2017-12-31 | $5.9M | 54k | 109.33 |
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