iShares Lehman Aggregate Bond shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 81k | 100.25 |
| 2025-06-30 | $8.0M | 81k | 99.20 |
| 2025-03-31 | $7.8M | 79k | 98.92 |
| 2024-12-31 | $7.1M | 74k | 96.90 |
| 2024-09-30 | $6.7M | 66k | 101.27 |
| 2024-06-30 | $6.1M | 62k | 97.07 |
| 2024-03-31 | $5.7M | 58k | 97.94 |
| 2023-12-31 | $5.3M | 53k | 99.25 |
| 2023-09-30 | $4.9M | 53k | 94.04 |
| 2023-06-30 | $5.3M | 54k | 97.95 |
| 2023-03-31 | $5.3M | 53k | 99.64 |
| 2022-12-31 | $4.5M | 46k | 96.99 |
| 2022-09-30 | $3.7M | 38k | 96.34 |
| 2022-06-30 | $3.9M | 38k | 101.67 |
| 2022-03-31 | $5.5M | 51k | 107.10 |
| 2021-12-31 | $5.9M | 52k | 114.08 |
| 2021-09-30 | $5.3M | 46k | 114.82 |
| 2021-06-30 | $4.7M | 41k | 115.44 |
| 2021-03-31 | $4.8M | 42k | 113.82 |
| 2020-12-31 | $4.2M | 35k | 118.19 |
| 2020-09-30 | $3.8M | 32k | 118.07 |
| 2020-06-30 | $3.3M | 28k | 118.21 |
| 2020-03-31 | $3.1M | 27k | 115.38 |
| 2019-12-31 | $2.7M | 24k | 112.37 |
| 2019-09-30 | $2.4M | 22k | 113.18 |
| 2019-06-30 | $2.2M | 20k | 111.34 |
| 2019-03-31 | $1.7M | 16k | 109.07 |
| 2018-12-31 | $1.6M | 15k | 106.49 |
| 2018-09-30 | $1.8M | 18k | 105.52 |
| 2018-06-30 | $1.9M | 18k | 106.35 |
| 2018-03-31 | $2.0M | 19k | 107.26 |
| 2017-12-31 | $1.8M | 16k | 109.32 |
| 2017-09-30 | $1.6M | 15k | 109.59 |
| 2017-06-30 | $1.4M | 13k | 109.51 |
| 2017-03-31 | $1.3M | 12k | 108.53 |
| 2016-12-31 | $920k | 8.5k | 108.06 |
| 2016-09-30 | $608k | 5.4k | 112.51 |
| 2016-06-30 | $418k | 3.7k | 112.67 |
| 2016-03-31 | $451k | 4.1k | 110.81 |
| 2015-12-31 | $362k | 3.4k | 108.06 |
| 2015-09-30 | $278k | 2.5k | 109.45 |
| 2015-06-30 | $261k | 2.4k | 108.75 |
| 2015-03-31 | $223k | 2.0k | 111.50 |
| 2014-12-31 | $408k | 3.7k | 110.27 |
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