iShares Lehman Aggregate Bond shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 114k | 97.94 |
| 2023-12-31 | $11M | 111k | 99.25 |
| 2023-09-30 | $10M | 108k | 94.04 |
| 2023-06-30 | $763k | 7.8k | 97.95 |
| 2023-03-31 | $814k | 8.2k | 99.65 |
| 2022-12-31 | $823k | 8.5k | 97.01 |
| 2022-09-30 | $756k | 7.8k | 96.43 |
| 2022-06-30 | $844k | 8.3k | 101.82 |
| 2022-03-31 | $1.0M | 9.5k | 107.11 |
| 2021-12-31 | $1.2M | 11k | 114.10 |
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