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iShares Lehman Aggregate Bond shares owned by Johnson Financial Group

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

Historical chart of Johnson Financial Group investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Johnson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Johnson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 61k 101.27
2024-06-30 $5.8M 60k 97.07
2024-03-31 $7.2M 73k 97.94
2023-12-31 $34M 341k 99.25
2023-09-30 $5.8M 62k 94.04
2023-06-30 $5.2M 53k 97.95
2023-03-31 $4.7M 47k 99.64
2022-12-31 $11M 116k 96.99
2022-09-30 $5.4M 57k 95.00
2022-06-30 $21M 202k 101.63
2022-03-31 $1.5M 14k 107.00
2021-12-31 $1.9M 17k 114.00
2021-09-30 $1.3M 12k 114.75
2021-06-30 $1.5M 13k 115.40
2021-03-31 $2.0M 18k 113.87
2020-12-31 $3.1M 26k 118.21
2020-09-30 $3.2M 27k 118.05
2020-06-30 $2.7M 23k 118.21
2020-03-31 $2.9M 25k 115.38
2019-12-31 $4.7M 42k 112.40
2019-09-30 $4.0M 35k 113.19
2019-06-30 $4.7M 42k 111.40
2019-03-31 $4.9M 45k 109.14
2018-12-31 $4.7M 45k 106.42
2018-09-30 $6.1M 58k 105.45
2018-06-30 $8.5M 80k 106.23
2018-03-31 $10M 93k 107.20
2017-12-31 $12M 111k 109.34
2017-09-30 $11M 104k 109.53
2017-06-30 $12M 110k 109.52
2017-03-31 $13M 123k 108.50
2016-12-31 $9.2M 85k 108.00
2016-09-30 $7.7M 68k 112.50
2016-06-30 $5.1M 46k 112.50
2016-03-31 $3.9M 35k 110.86
2015-12-31 $2.0M 19k 108.00
2015-09-30 $806k 7.4k 109.71
2015-06-30 $588k 5.4k 108.79
2015-03-31 $466k 4.2k 111.35
2014-12-31 $287k 2.6k 110.17
2014-09-30 $55k 500 110.00
2014-06-30 $55k 500 110.00
2014-03-31 $54k 500 108.00
2013-12-31 $85k 800 106.25
2013-09-30 $86k 800 107.50
2013-06-30 $86k 800 107.50

More positions owned by Johnson Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Johnson Outdoors Cl A (JOUT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)

View all positions for Johnson Financial Group

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