iShares Lehman Aggregate Bond shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $625k | 6.2k | 101.27 |
| 2024-06-30 | $551k | 5.7k | 97.08 |
| 2024-03-31 | $593k | 6.1k | 97.94 |
| 2023-12-31 | $605k | 6.1k | 99.26 |
| 2023-09-30 | $459k | 4.9k | 94.04 |
| 2023-06-30 | $475k | 4.8k | 97.94 |
| 2023-03-31 | $480k | 4.8k | 99.64 |
| 2022-12-31 | $461k | 4.8k | 96.99 |
| 2022-09-30 | $454k | 4.7k | 96.43 |
| 2022-06-30 | $476k | 4.7k | 101.71 |
| 2022-03-31 | $501k | 4.7k | 107.03 |
| 2021-12-31 | $599k | 5.3k | 114.01 |
| 2021-06-30 | $624k | 5.4k | 115.34 |
| 2021-03-31 | $585k | 5.1k | 113.75 |
| 2020-12-31 | $457k | 3.9k | 118.24 |
| 2020-09-30 | $197k | 1.7k | 117.96 |
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