iShares Lehman Aggregate Bond shares owned by Essential Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 2.3k | 100.24 |
| 2025-06-30 | $227k | 2.3k | 99.20 |
| 2025-03-31 | $231k | 2.3k | 98.93 |
| 2024-12-31 | $14M | 144k | 98.52 |
| 2024-09-30 | $225k | 2.2k | 101.27 |
| 2024-06-30 | $226k | 2.3k | 97.07 |
| 2024-03-31 | $349k | 3.5k | 99.25 |
| 2023-09-30 | $323k | 3.4k | 94.04 |
| 2023-06-30 | $390k | 4.0k | 97.95 |
| 2023-03-31 | $368k | 3.8k | 97.63 |
| 2022-12-31 | $928k | 9.7k | 95.62 |
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