iShares Lehman Aggregate Bond shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.3M | 14k | 98.92 |
| 2025-12-31 | $1.4M | 14k | 100.00 |
| 2025-09-30 | $1.3M | 13k | 99.96 |
| 2025-06-30 | $1.2M | 13k | 98.08 |
| 2025-03-31 | $1.3M | 13k | 97.04 |
| 2024-12-31 | $1.5M | 16k | 95.94 |
| 2024-09-30 | $1.3M | 13k | 99.94 |
| 2024-06-30 | $1.2M | 13k | 97.62 |
| 2024-03-31 | $1.2M | 12k | 95.11 |
| 2023-12-31 | $1.2M | 12k | 98.00 |
| 2023-09-30 | $975k | 11k | 91.67 |
| 2023-06-30 | $979k | 10k | 97.95 |
| 2023-03-31 | $982k | 10k | 98.69 |
| 2022-12-31 | $759k | 7.7k | 98.72 |
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