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iShares Lehman Aggregate Bond shares owned by Vested Financial Planning

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

Historical chart of Vested 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 Vested 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 Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $836k 8.3k 100.25
2025-06-30 $637k 6.4k 99.21
2025-03-31 $622k 6.3k 98.92
2024-12-31 $601k 6.2k 96.89

More positions owned by Vested Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Vested Financial Planning

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond