iShares Lehman Aggregate Bond shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 49k | 100.29 |
| 2025-06-30 | $2.5M | 26k | 99.20 |
| 2025-03-31 | $2.1M | 21k | 98.92 |
| 2024-12-31 | $2.1M | 21k | 96.90 |
| 2024-09-30 | $1.3M | 13k | 101.27 |
| 2024-06-30 | $1.0M | 11k | 97.07 |
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