iShares Lehman Aggregate Bond shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $288k | 2.4k | 117.89 |
| 2020-06-30 | $293k | 2.5k | 118.10 |
| 2020-03-31 | $286k | 2.5k | 115.28 |
| 2019-12-31 | $321k | 2.9k | 112.39 |
| 2019-09-30 | $323k | 2.9k | 113.13 |
| 2019-06-30 | $365k | 3.3k | 111.31 |
| 2019-03-31 | $454k | 4.2k | 109.11 |
| 2018-12-31 | $855k | 8.1k | 105.49 |
| 2018-09-30 | $861k | 8.2k | 105.54 |
| 2018-06-30 | $865k | 8.1k | 106.30 |
| 2018-03-31 | $872k | 8.1k | 107.31 |
| 2017-12-31 | $1.0M | 9.3k | 109.61 |
| 2017-09-30 | $1.0M | 9.3k | 109.61 |
| 2017-06-30 | $883k | 8.1k | 109.57 |
| 2017-03-31 | $1.0M | 9.3k | 108.52 |
| 2016-12-31 | $2.0M | 18k | 108.06 |
| 2016-09-30 | $3.4M | 30k | 112.43 |
| 2016-06-30 | $4.0M | 36k | 112.63 |
| 2016-03-31 | $4.1M | 37k | 110.82 |
| 2015-12-31 | $4.6M | 43k | 108.02 |
| 2015-09-30 | $4.7M | 43k | 109.59 |
| 2015-06-30 | $4.4M | 41k | 108.78 |
| 2014-03-31 | $23k | 217 | 105.99 |
| 2013-12-31 | $78k | 737 | 105.83 |
| 2013-09-30 | $75k | 695 | 107.91 |
| 2013-06-30 | $75k | 695 | 107.91 |
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