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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172k | 1.7k | 100.59 |
| 2025-06-30 | $58k | 583 | 99.26 |
| 2025-03-31 | $67k | 686 | 97.75 |
| 2024-12-31 | $56k | 572 | 97.52 |
| 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 |
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