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iShares Lehman Aggregate Bond shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 170k 101.27
2022-06-30 $8.9M 88k 101.68
2021-12-31 $13M 114k 114.08
2018-09-30 $1.4M 14k 105.55
2018-06-30 $873k 8.2k 106.35
2018-03-31 $227k 2.1k 107.33