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iShares Lehman Aggregate Bond shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $57M 565k 101.27
2024-06-30 $55M 565k 97.07
2024-03-31 $55M 556k 97.94
2023-12-31 $51M 509k 99.25
2023-09-30 $43M 453k 94.04
2023-06-30 $53M 538k 97.95
2023-03-31 $51M 511k 99.64
2022-12-31 $49M 500k 96.99
2022-09-30 $46M 474k 96.34
2022-06-30 $48M 472k 101.68
2022-03-31 $50M 466k 107.10
2021-12-31 $56M 492k 114.08
2021-09-30 $54M 467k 114.83
2021-06-30 $36M 315k 115.33
2021-03-31 $34M 296k 113.83
2020-12-31 $33M 277k 118.19
2020-09-30 $31M 262k 118.06
2020-06-30 $29M 244k 118.21
2020-03-31 $24M 209k 115.37
2019-12-31 $24M 211k 112.37
2019-09-30 $22M 193k 113.17
2019-06-30 $22M 194k 111.35
2019-03-31 $20M 182k 109.07
2018-12-31 $19M 179k 106.49
2018-09-30 $19M 184k 105.52
2018-06-30 $18M 165k 106.32
2018-03-31 $17M 158k 107.25
2017-12-31 $19M 172k 109.33
2017-09-30 $18M 166k 109.59
2017-06-30 $18M 167k 109.51
2017-03-31 $17M 157k 108.06
2016-12-31 $17M 157k 108.06
2016-09-30 $18M 159k 112.42
2016-06-30 $19M 168k 112.57
2016-03-31 $16M 148k 110.82
2015-12-31 $18M 171k 108.01

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond