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Ishares Tr esg us agr bd shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg us agr bd by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $182k 3.9k 47.06
2023-12-31 $190k 4.0k 47.74

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Wells Fargo & Company
Raymond James & Associates
CWM
Alesco Advisors
M^T Bank Corporation
Private Ocean
Bank of New York Mellon
Advisor Group Holdings
Betterment
SigFig Wealth Management

View all funds holding Ishares Tr esg us agr bd