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iShares Lehman Aggregate Bond shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 43k 99.25
2023-09-30 $4.8M 52k 94.04
2023-06-30 $4.8M 49k 97.95
2023-03-31 $4.9M 49k 99.64
2022-12-31 $4.6M 48k 96.99
2022-09-30 $6.4M 67k 96.34
2022-06-30 $6.8M 67k 101.69
2022-03-31 $9.1M 85k 107.10
2021-12-31 $9.8M 86k 114.08
2021-09-30 $10M 87k 114.83
2021-06-30 $10M 87k 115.33
2021-03-31 $10M 92k 113.83
2020-12-31 $10M 85k 118.19
2020-09-30 $9.0M 77k 118.06
2020-06-30 $7.8M 66k 118.21
2020-03-31 $6.4M 56k 115.37
2019-12-31 $6.2M 55k 112.36
2019-09-30 $5.6M 50k 113.18
2019-06-30 $5.3M 47k 111.35
2019-03-31 $5.1M 47k 109.07
2018-12-31 $2.7M 25k 106.49
2018-09-30 $2.7M 25k 105.52
2018-06-30 $3.1M 29k 106.33
2018-03-31 $3.0M 28k 107.26
2017-12-31 $3.1M 29k 109.33
2017-09-30 $3.1M 28k 109.60
2017-06-30 $3.2M 29k 109.52
2017-03-31 $3.2M 29k 108.49
2016-12-31 $3.8M 35k 108.05
2016-09-30 $4.2M 37k 112.42
2016-06-30 $4.1M 37k 112.61
2016-03-31 $3.4M 31k 110.82
2015-12-31 $2.2M 20k 107.78

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Procter & Gamble Company (PG)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond