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Ishares Tr fund shares owned by JFG Wealth Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by JFG Wealth Management from 13F filings

Historical chart of JFG Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by JFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $242k 5.1k 47.23
2023-09-30 $231k 5.1k 45.13
2023-06-30 $239k 5.1k 46.54
2023-03-31 $241k 5.1k 47.09
2022-12-31 $236k 5.1k 45.97
2021-06-30 $201k 3.7k 54.80
2020-09-30 $173k 3.1k 55.59