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iShares Lehman Aggregate Bond shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial 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 Strategic Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $22M 861k 25.10

More positions owned by Strategic Financial Planning

Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange-traded F Betabuildrs Us (BBUS)
American Centy Etf Tr Avantis Responsi (AVSE)
Hp (HPQ)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Spdr Ser Tr Bloomberg Emg Mk (EMHC)
Investment Managers Ser Tr I Axs Change Finan

View all positions for Strategic Financial Planning

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond