iShares Lehman Aggregate Bond shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 64k | 100.25 |
| 2025-06-30 | $444k | 4.5k | 99.20 |
| 2025-03-31 | $461k | 4.7k | 98.92 |
| 2024-12-31 | $462k | 4.8k | 96.90 |
| 2023-09-30 | $773k | 8.2k | 94.05 |
| 2022-12-31 | $807k | 8.2k | 98.72 |
| 2022-09-30 | $859k | 8.6k | 99.68 |
| 2022-03-31 | $968k | 9.4k | 102.88 |
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