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Cornerstone Planning Group »

iShares Lehman Aggregate Bond shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$68k	692	98.49
2024-03-31	$99k	1.0k	96.14
2023-12-31	$103k	1.0k	99.25
2023-09-30	$126k	1.3k	94.04
2023-06-30	$221k	2.3k	97.95
2022-12-31	$257k	2.6k	100.50

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)

Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)

Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)

Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)

First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)

Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding iShares Lehman Aggregate Bond

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Raymond James & Associates

Wells Fargo & Company

Envestnet Asset Management

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Creative Planning

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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