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iShares Lehman Aggregate Bond shares owned by Frisco Financial Planning

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

Historical chart of Frisco 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 Frisco 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 Frisco Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.1M 91k 99.27
2025-12-31 $12M 122k 99.88
2025-09-30 $12M 120k 100.25

More positions owned by Frisco Financial Planning

Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX)
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT)
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)
Schwab US REIT ETF Exchange Traded Fund (SCHH)
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA)
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)
Schwab International Equity ETF Exchange Traded Fund (SCHF)

View all positions for Frisco Financial Planning

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond