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iShares Lehman Aggregate Bond shares owned by Planning Project

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Planning Project from 13F filings

Historical chart of Planning Project investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Planning Project

Quarter filed Position value Share count Share price at filing
2026-06-30 $62M 635k 97.42

More positions owned by Planning Project

Ishares Tr Exchange Trade Fund (IVV)
Ishares Tr Exchange Trade Fund (IEFA)
Ishares Tr Exchange Trade Fund (AGG)
Ishares Tr Exchange Trade Fund (IJH)
Ishares Tr Exchange Trade Fund (LQD)
Ishares Tr Exchange Trade Fund (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)
Linde Stock (LIN)
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)
Vanguard Bd Index Fds Exchange Trade Fund (BND)
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)
Conocophillips Stock (COP)
Vanguard Scottsdale Fds Exchange Trade Fund (VO)
Walmart Stock (WMT)

View all positions for Planning Project

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond