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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr S&p Divid Etf (SDY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond