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
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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 |
|---|---|---|---|
| 2025-09-30 | $17M | 174k | 100.25 |
| 2025-06-30 | $17M | 176k | 99.20 |
| 2025-03-31 | $10M | 101k | 98.92 |
| 2024-12-31 | $6.9M | 72k | 96.90 |
| 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 |
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