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
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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 |
|---|---|---|---|
| 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 |
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