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iShares Lehman Aggregate Bond shares owned by Creative Planning

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

Historical chart of Creative Planning investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2B 13M 97.94
2023-12-31 $1.2B 13M 99.25
2023-09-30 $1.1B 12M 94.04
2023-06-30 $1.1B 11M 97.95
2023-03-31 $1.1B 11M 99.64
2022-12-31 $1.1B 12M 96.99
2022-09-30 $1.1B 12M 96.34
2022-06-30 $1.2B 12M 101.68
2022-03-31 $1.5B 14M 107.10
2021-12-31 $1.8B 16M 114.08
2021-09-30 $1.8B 16M 114.83
2021-06-30 $1.8B 16M 115.33
2021-03-31 $1.9B 17M 113.83
2020-12-31 $1.9B 16M 118.19
2020-09-30 $2.0B 17M 118.06
2020-06-30 $2.0B 17M 118.21
2020-03-31 $2.1B 18M 115.37
2019-12-31 $2.8B 25M 112.37
2019-09-30 $2.6B 23M 113.17
2019-06-30 $2.4B 22M 111.35
2019-03-31 $2.1B 19M 109.08
2018-12-31 $1.9B 18M 106.49
2018-09-30 $1.8B 18M 105.53
2018-06-30 $1.6B 15M 106.32
2018-03-31 $1.5B 14M 107.26
2017-12-31 $1.5B 14M 109.31
2017-09-30 $1.3B 12M 109.60
2017-06-30 $1.2B 11M 109.51
2017-03-31 $1.1B 10M 108.51
2016-12-31 $986M 9.1M 108.06
2016-09-30 $975M 8.7M 112.43
2016-06-30 $833M 7.4M 112.60
2016-03-31 $745M 6.7M 110.82
2015-12-31 $717M 6.6M 108.01
2015-09-30 $661M 6.0M 109.58
2015-06-30 $651M 6.0M 108.78
2015-03-31 $547M 4.9M 111.43
2014-12-31 $455M 4.1M 110.12
2014-09-30 $374M 3.4M 109.11
2014-06-30 $11M 100k 109.40
2014-03-31 $9.0M 84k 107.91
2013-12-31 $8.5M 80k 106.43
2013-09-30 $7.5M 70k 107.20
2013-06-30 $6.5M 60k 107.22
2012-12-31 $3.1M 28k 111.08
2012-09-30 $2.5M 22k 112.47
2012-06-30 $1.3M 11k 111.33
2011-12-31 $204k 1.9k 110.15

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond