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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

More positions owned by Retirement Capital Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
3M Company (MMM)
Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond