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iShares Lehman Aggregate Bond shares owned by ATLas Financial Planning

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

Historical chart of ATLas Financial Planning investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by ATLas Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.1M 71k 99.27

More positions owned by ATLas Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for ATLas Financial Planning

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond