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iShares Lehman Aggregate Bond shares owned by Financial Planning Navigators CORP

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

Historical chart of Financial Planning Navigators CORP investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Planning Navigators CORP

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 83k 99.88

More positions owned by Financial Planning Navigators CORP

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPIB)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Sprott Asset Management Physical Gold An (CEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Series Trust State Street Spd (SPLG)

View all positions for Financial Planning Navigators CORP

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond