iShares Lehman Aggregate Bond shares owned by Essential Planning
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Essential Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $349k | 3.5k | 99.25 |
2023-09-30 | $323k | 3.4k | 94.04 |
2023-06-30 | $390k | 4.0k | 97.95 |
2023-03-31 | $368k | 3.8k | 97.63 |
2022-12-31 | $928k | 9.7k | 95.62 |
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