iShares Lehman Aggregate Bond shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $977k | 9.7k | 100.25 |
| 2025-06-30 | $920k | 9.3k | 99.20 |
| 2025-03-31 | $1.3M | 13k | 98.92 |
| 2024-12-31 | $1.3M | 13k | 96.90 |
| 2024-09-30 | $1.3M | 13k | 101.27 |
| 2024-06-30 | $1.3M | 13k | 98.45 |
| 2024-03-31 | $1.3M | 13k | 97.94 |
| 2023-12-31 | $1.3M | 14k | 99.25 |
| 2023-09-30 | $1.3M | 14k | 94.04 |
| 2023-06-30 | $1.3M | 14k | 97.95 |
| 2023-03-31 | $1.4M | 14k | 99.64 |
| 2022-12-31 | $1.3M | 14k | 96.99 |
| 2022-09-30 | $512k | 5.3k | 96.33 |
| 2022-03-31 | $330k | 3.1k | 107.00 |
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