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iShares Lehman Aggregate Bond shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $611k 6.1k 100.09
2025-06-30 $839k 8.5k 98.32
2025-03-31 $601k 6.1k 98.17

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond