iShares Lehman Aggregate Bond shares owned by Capital Financial Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 14k | 94.04 |
| 2023-06-30 | $1.6M | 16k | 97.95 |
| 2023-03-31 | $1.6M | 16k | 99.64 |
| 2022-12-31 | $1.3M | 14k | 96.99 |
| 2022-09-30 | $1.3M | 14k | 96.37 |
| 2022-06-30 | $511k | 5.0k | 101.67 |
| 2022-03-31 | $555k | 5.2k | 107.18 |
| 2021-12-31 | $217k | 1.9k | 113.85 |
| 2021-09-30 | $460k | 4.0k | 114.86 |
| 2021-06-30 | $383k | 3.3k | 115.33 |
| 2021-03-31 | $1.3M | 11k | 113.80 |
| 2020-03-31 | $241k | 2.1k | 115.53 |
| 2019-06-30 | $380k | 3.4k | 111.31 |
| 2019-03-31 | $512k | 4.7k | 109.15 |
| 2018-12-31 | $555k | 5.2k | 106.48 |
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