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iShares Lehman Aggregate Bond shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $707k 7.0k 101.27

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Wisdomtree Tr Floatng Rat Trea (USFR)
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View all positions for Holistic Planning

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond