iShares Lehman Aggregate Bond shares owned by PDS Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76M | 761k | 100.25 |
| 2025-06-30 | $73M | 740k | 99.20 |
| 2025-03-31 | $69M | 701k | 98.92 |
| 2024-12-31 | $67M | 687k | 96.90 |
| 2024-09-30 | $65M | 644k | 101.27 |
| 2024-03-31 | $52M | 526k | 97.94 |
| 2023-12-31 | $50M | 499k | 99.25 |
| 2023-09-30 | $46M | 486k | 94.04 |
| 2023-06-30 | $45M | 464k | 97.95 |
| 2023-03-31 | $43M | 427k | 99.64 |
| 2022-12-31 | $38M | 391k | 96.99 |
| 2022-09-30 | $36M | 378k | 96.34 |
| 2022-06-30 | $34M | 329k | 101.68 |
| 2022-03-31 | $30M | 278k | 107.10 |
| 2021-12-31 | $29M | 250k | 114.08 |
| 2021-09-30 | $23M | 197k | 114.83 |
| 2021-06-30 | $19M | 166k | 115.33 |
| 2021-03-31 | $16M | 145k | 113.83 |
| 2020-12-31 | $13M | 107k | 118.19 |
| 2020-09-30 | $11M | 89k | 118.06 |
| 2020-06-30 | $9.1M | 77k | 118.21 |
| 2020-03-31 | $914k | 7.9k | 115.39 |
| 2019-12-31 | $883k | 7.9k | 112.38 |
| 2019-09-30 | $892k | 7.9k | 113.13 |
| 2019-06-30 | $906k | 8.1k | 111.40 |
| 2019-03-31 | $881k | 8.1k | 109.12 |
| 2018-12-31 | $842k | 7.9k | 106.50 |
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