iShares Lehman Aggregate Bond shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 2.2k | 100.25 |
| 2021-03-31 | $1.8M | 15k | 113.84 |
| 2020-12-31 | $2.1M | 17k | 118.21 |
| 2020-09-30 | $2.2M | 19k | 118.08 |
| 2020-06-30 | $4.2M | 35k | 118.22 |
| 2020-03-31 | $4.9M | 42k | 115.37 |
| 2019-12-31 | $5.5M | 49k | 112.37 |
| 2019-09-30 | $5.5M | 49k | 113.18 |
| 2019-06-30 | $5.6M | 50k | 111.35 |
| 2019-03-31 | $5.4M | 50k | 109.07 |
| 2018-12-31 | $5.3M | 50k | 106.50 |
| 2018-09-30 | $5.2M | 49k | 105.51 |
| 2018-06-30 | $5.2M | 49k | 106.33 |
| 2018-03-31 | $5.2M | 49k | 107.26 |
| 2017-12-31 | $4.9M | 45k | 109.32 |
| 2017-09-30 | $4.8M | 44k | 109.60 |
| 2017-06-30 | $4.8M | 43k | 109.52 |
| 2017-03-31 | $4.6M | 42k | 108.49 |
| 2016-12-31 | $4.5M | 42k | 108.05 |
| 2016-09-30 | $4.3M | 38k | 112.43 |
| 2016-06-30 | $4.2M | 37k | 112.61 |
| 2016-03-31 | $3.9M | 35k | 110.81 |
| 2015-12-31 | $3.6M | 33k | 108.00 |
| 2015-09-30 | $3.6M | 33k | 109.60 |
| 2015-06-30 | $2.2M | 20k | 108.79 |
| 2015-03-31 | $2.2M | 20k | 111.45 |
| 2014-12-31 | $2.1M | 19k | 110.13 |
| 2014-09-30 | $1.5M | 14k | 109.11 |
| 2014-06-30 | $1.5M | 13k | 109.38 |
| 2014-03-31 | $278k | 2.6k | 107.96 |
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