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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond