iShares Lehman Aggregate Bond shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $654k | 6.5k | 100.25 |
| 2025-06-30 | $649k | 6.5k | 99.19 |
| 2025-03-31 | $660k | 6.7k | 98.92 |
| 2024-12-31 | $611k | 6.3k | 96.90 |
| 2024-09-30 | $667k | 6.6k | 101.27 |
| 2024-06-30 | $584k | 6.0k | 97.07 |
| 2024-03-31 | $2.6M | 27k | 97.94 |
| 2023-12-31 | $2.6M | 26k | 99.25 |
| 2023-09-30 | $632k | 6.7k | 94.04 |
| 2023-06-30 | $456k | 4.7k | 97.95 |
| 2023-03-31 | $463k | 4.6k | 99.64 |
| 2022-12-31 | $560k | 5.8k | 96.99 |
| 2022-09-30 | $408k | 4.2k | 96.29 |
| 2022-06-30 | $215k | 2.1k | 101.85 |
| 2012-12-31 | $10k | 89 | 112.36 |
| 2012-09-30 | $10k | 89 | 112.36 |
| 2012-06-30 | $10k | 89 | 112.36 |
| 2012-03-31 | $17k | 155 | 109.68 |
| 2011-12-31 | $17k | 155 | 109.68 |
| 2011-09-30 | $17k | 155 | 109.68 |
| 2010-12-31 | $32k | 303 | 104.07 |
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