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iShares Lehman Aggregate Bond shares owned by OLIO Financial Planning

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

Historical chart of OLIO 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 OLIO 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $534k 5.6k 94.54

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Dimensional Etf Trust Us Equi Mark Etf (DFUS)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
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Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for OLIO 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
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Northern Trust
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding iShares Lehman Aggregate Bond