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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
2025-09-30 $956k 9.5k 100.25
2025-06-30 $1.0M 11k 99.20
2025-03-31 $1.0M 10k 98.92
2024-12-31 $871k 9.0k 96.90
2024-09-30 $707k 7.0k 101.27

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View all positions for Holistic Planning

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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond