iShares Lehman Aggregate Bond shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.0M | 81k | 98.92 |
| 2024-12-31 | $7.7M | 80k | 96.90 |
| 2024-09-30 | $7.8M | 77k | 101.27 |
| 2024-06-30 | $7.3M | 76k | 97.07 |
| 2024-03-31 | $7.2M | 73k | 97.94 |
| 2023-09-30 | $6.6M | 70k | 94.04 |
| 2023-06-30 | $6.9M | 70k | 97.95 |
| 2023-03-31 | $7.1M | 72k | 99.64 |
| 2022-12-31 | $5.3M | 55k | 96.34 |
| 2022-09-30 | $5.3M | 55k | 96.35 |
| 2022-06-30 | $5.1M | 50k | 101.87 |
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