BWM Planning »

iShares Lehman Aggregate Bond shares owned by BWM Planning

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

Historical chart of BWM 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 BWM Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $760k 7.6k 100.25
2025-06-30 $673k 6.8k 99.20

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond