iShares Lehman Aggregate Bond shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 30k | 100.25 |
| 2025-06-30 | $2.9M | 29k | 99.20 |
| 2025-03-31 | $2.9M | 30k | 98.92 |
| 2024-12-31 | $2.7M | 28k | 96.90 |
| 2024-09-30 | $2.8M | 28k | 101.27 |
| 2024-06-30 | $2.6M | 27k | 97.07 |
| 2024-03-31 | $2.6M | 27k | 97.94 |
| 2023-12-31 | $2.6M | 26k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 97.95 |
| 2023-03-31 | $1.9M | 19k | 99.64 |
| 2022-12-31 | $1.6M | 37k | 42.81 |
| 2022-09-30 | $3.5M | 37k | 96.35 |
| 2022-06-30 | $3.8M | 33k | 114.97 |
| 2022-03-31 | $3.5M | 33k | 105.95 |
| 2021-12-31 | $3.8M | 33k | 114.06 |
| 2021-09-30 | $3.8M | 33k | 114.82 |
| 2021-06-30 | $3.3M | 29k | 115.34 |
| 2021-03-31 | $3.2M | 28k | 113.81 |
| 2020-12-31 | $2.8M | 24k | 118.17 |
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