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iShares Lehman Aggregate Bond shares owned by Obsidian Personal Planning Solutions

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

Historical chart of Obsidian Personal Planning Solutions investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 2.1k 100.54

More positions owned by Obsidian Personal Planning Solutions

Ishares Tr Ibonds 27 Trm Ts (IBTH)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Aerospace Def (XAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Obsidian Personal Planning Solutions

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