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iShares Lehman Aggregate Bond shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial 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 JNBA Financial 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 JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 666 100.25
2025-06-30 $79k 796 99.20
2025-03-31 $79k 796 98.92
2024-12-31 $147k 1.5k 96.90
2024-09-30 $202k 2.0k 101.27
2024-06-30 $263k 2.7k 97.07
2024-03-31 $337k 3.4k 97.94
2023-12-31 $365k 3.7k 99.25
2023-09-30 $268k 2.8k 94.04
2023-03-31 $147k 1.5k 99.64
2022-12-31 $143k 1.5k 96.99
2022-09-30 $164k 1.7k 96.19
2022-06-30 $57k 562 101.42
2022-03-31 $50k 466 107.30
2021-12-31 $5.0k 45 111.11
2021-09-30 $4.0k 38 105.26
2021-06-30 $7.0k 61 114.75
2020-09-30 $999 9 111.11
2020-06-30 $3.0k 26 115.38
2020-03-31 $3.0k 26 115.38
2019-12-31 $5.0k 48 104.17
2019-09-30 $6.0k 54 111.11
2018-09-30 $139k 1.3k 105.54
2017-12-31 $77k 702 109.69
2017-09-30 $107k 978 109.41
2017-06-30 $104k 951 109.36
2017-03-31 $103k 951 108.31
2016-12-31 $81k 752 107.71
2016-09-30 $190k 1.7k 112.49
2016-06-30 $95k 845 112.43
2016-03-31 $30k 275 109.09
2013-12-31 $71k 663 107.09
2013-09-30 $57k 533 106.94
2013-06-30 $84k 781 107.55
2013-03-31 $56k 504 111.11
2012-12-31 $56k 504 111.11

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
AFLAC Incorporated (AFL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for JNBA Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond