Sigma Planning »

iShares Lehman Aggregate Bond shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $17M 178k 96.90
2024-09-30 $19M 186k 101.27
2024-06-30 $16M 166k 97.07
2024-03-31 $16M 166k 97.94
2023-12-31 $7.9M 80k 99.25
2023-09-30 $16M 174k 94.04
2023-06-30 $17M 174k 97.95
2023-03-31 $22M 225k 99.64
2022-12-31 $25M 254k 96.99
2022-09-30 $26M 271k 96.34
2022-06-30 $29M 280k 101.68
2022-03-31 $31M 291k 107.10
2021-12-31 $38M 336k 114.08
2021-09-30 $38M 332k 114.83
2021-06-30 $35M 301k 115.33
2021-03-31 $33M 288k 113.83
2020-12-31 $42M 353k 118.19
2020-09-30 $44M 372k 118.06
2020-06-30 $45M 379k 118.21
2020-03-31 $35M 307k 115.37
2019-12-31 $37M 331k 112.37
2019-09-30 $36M 322k 113.17
2019-06-30 $33M 296k 111.35
2019-03-31 $27M 251k 109.07
2018-12-31 $17M 158k 106.49
2018-09-30 $18M 167k 105.52
2018-06-30 $14M 128k 106.32
2018-03-31 $14M 134k 107.25
2017-12-31 $15M 136k 109.33
2017-09-30 $15M 140k 109.59
2017-06-30 $15M 139k 109.51
2017-03-31 $15M 140k 108.49
2016-12-31 $12M 107k 108.06
2016-09-30 $14M 120k 112.42
2016-06-30 $18M 157k 112.62
2016-03-31 $19M 169k 110.83
2015-12-31 $14M 133k 108.01
2015-09-30 $8.8M 81k 109.58
2015-06-30 $11M 97k 108.78
2015-03-31 $16M 140k 111.43
2014-12-31 $13M 115k 110.12

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond