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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond