iShares Lehman Aggregate Bond shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $59M | 606k | 96.90 |
| 2024-09-30 | $54M | 534k | 101.27 |
| 2024-06-30 | $48M | 494k | 97.07 |
| 2024-03-31 | $42M | 426k | 97.94 |
| 2023-12-31 | $665k | 6.7k | 99.25 |
| 2023-09-30 | $365k | 3.9k | 94.04 |
| 2023-06-30 | $368k | 3.8k | 97.94 |
| 2023-03-31 | $367k | 3.7k | 99.63 |
| 2022-12-31 | $352k | 3.6k | 97.00 |
| 2022-09-30 | $419k | 4.3k | 96.39 |
| 2022-06-30 | $366k | 3.6k | 101.64 |
| 2022-03-31 | $1.1M | 10k | 107.15 |
| 2021-12-31 | $1.6M | 14k | 114.09 |
| 2021-09-30 | $2.0M | 17k | 114.85 |
| 2021-06-30 | $1.9M | 16k | 115.31 |
| 2021-03-31 | $1.4M | 12k | 113.87 |
| 2020-12-31 | $1.8M | 15k | 118.22 |
| 2020-09-30 | $2.1M | 18k | 118.04 |
| 2020-06-30 | $2.4M | 20k | 118.20 |
| 2020-03-31 | $57M | 491k | 115.37 |
| 2019-12-31 | $90M | 796k | 112.37 |
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