Phillips Financial Management »

iShares Lehman Aggregate Bond shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $39M 400k 97.07
2024-03-31 $41M 420k 97.94
2023-12-31 $43M 432k 99.25
2023-09-30 $43M 457k 94.04
2023-06-30 $46M 465k 97.95
2023-03-31 $48M 480k 99.64
2022-12-31 $46M 474k 96.99
2022-09-30 $43M 448k 96.34
2022-06-30 $44M 430k 101.68
2022-03-31 $60M 563k 107.10
2021-12-31 $65M 568k 114.08
2021-09-30 $63M 547k 114.83
2021-06-30 $59M 509k 115.33
2021-03-31 $54M 478k 113.83
2020-12-31 $51M 430k 118.19
2020-09-30 $45M 385k 118.06
2020-06-30 $45M 382k 118.21
2020-03-31 $45M 390k 114.73
2019-12-31 $45M 403k 112.37
2019-09-30 $44M 390k 113.17
2019-06-30 $39M 354k 111.18
2019-03-31 $37M 341k 108.31
2018-12-31 $37M 348k 106.49
2018-09-30 $35M 334k 105.24
2018-06-30 $35M 328k 105.99
2018-03-31 $34M 319k 106.91
2017-12-31 $37M 337k 109.04
2017-09-30 $35M 323k 109.59
2017-06-30 $29M 263k 109.43
2017-03-31 $27M 247k 109.27
2016-12-31 $24M 221k 108.57
2016-09-30 $23M 211k 111.37
2016-06-30 $23M 200k 112.51
2016-03-31 $22M 194k 110.51
2015-12-31 $21M 196k 108.84
2015-09-30 $21M 191k 109.65
2015-06-30 $21M 194k 108.60
2015-03-31 $21M 189k 111.59
2014-12-31 $18M 165k 110.93
2014-09-30 $16M 148k 109.99
2014-06-30 $13M 119k 109.01
2014-03-31 $12M 108k 108.19
2013-12-31 $9.6M 90k 106.54
2013-09-30 $7.6M 71k 107.06
2013-06-30 $7.2M 67k 107.43
2012-09-30 $4.1M 37k 112.20
2012-06-30 $3.9M 35k 112.42
2012-03-31 $3.6M 33k 110.03
2011-09-30 $2.7M 25k 110.09
2011-06-30 $2.7M 26k 107.64
2011-03-31 $2.7M 26k 105.13

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding iShares Lehman Aggregate Bond

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Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond