Creative Planning »

iShares Lehman Aggregate Bond shares owned by Creative Planning

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

Historical chart of Creative 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 Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2B 12M 100.25
2025-06-30 $1.2B 12M 99.20
2025-03-31 $1.3B 13M 98.92
2024-12-31 $1.2B 13M 96.90
2024-09-30 $1.3B 13M 101.27
2024-06-30 $1.3B 13M 97.07
2024-03-31 $1.2B 13M 97.94
2023-12-31 $1.2B 13M 99.25
2023-09-30 $1.1B 12M 94.04
2023-06-30 $1.1B 11M 97.95
2023-03-31 $1.1B 11M 99.64
2022-12-31 $1.1B 12M 96.99
2022-09-30 $1.1B 12M 96.34
2022-06-30 $1.2B 12M 101.68
2022-03-31 $1.5B 14M 107.10
2021-12-31 $1.8B 16M 114.08
2021-09-30 $1.8B 16M 114.83
2021-06-30 $1.8B 16M 115.33
2021-03-31 $1.9B 17M 113.83
2020-12-31 $1.9B 16M 118.19
2020-09-30 $2.0B 17M 118.06
2020-06-30 $2.0B 17M 118.21
2020-03-31 $2.1B 18M 115.37
2019-12-31 $2.8B 25M 112.37
2019-09-30 $2.6B 23M 113.17
2019-06-30 $2.4B 22M 111.35
2019-03-31 $2.1B 19M 109.08
2018-12-31 $1.9B 18M 106.49
2018-09-30 $1.8B 18M 105.53
2018-06-30 $1.6B 15M 106.32
2018-03-31 $1.5B 14M 107.26
2017-12-31 $1.5B 14M 109.31
2017-09-30 $1.3B 12M 109.60
2017-06-30 $1.2B 11M 109.51
2017-03-31 $1.1B 10M 108.51
2016-12-31 $986M 9.1M 108.06
2016-09-30 $975M 8.7M 112.43
2016-06-30 $833M 7.4M 112.60
2016-03-31 $745M 6.7M 110.82
2015-12-31 $717M 6.6M 108.01
2015-09-30 $661M 6.0M 109.58
2015-06-30 $651M 6.0M 108.78
2015-03-31 $547M 4.9M 111.43
2014-12-31 $455M 4.1M 110.12
2014-09-30 $374M 3.4M 109.11
2014-06-30 $11M 100k 109.40
2014-03-31 $9.0M 84k 107.91
2013-12-31 $8.5M 80k 106.43
2013-09-30 $7.5M 70k 107.20
2013-06-30 $6.5M 60k 107.22
2012-12-31 $3.1M 28k 111.08
2012-09-30 $2.5M 22k 112.47
2012-06-30 $1.3M 11k 111.33
2011-12-31 $204k 1.9k 110.15

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative 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