Jefferies Group's AGG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,472 shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $348,027, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AGG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 6,021 shares. Largest reduction occurred in Q1 2024, reducing 8,966 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Core US Aggregate Bond ETF (AGG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core US Aggregate Bond ETF (AGG) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +7,573 | New Buy | 7,573 | $96.98 |
| Q1 2023 | -1,518 | Reduce 20.04% | 6,055 | $99.64 |
| Q3 2023 | +1,728 | Add 28.54% | 7,783 | $94.05 |
| Q4 2023 | +6,021 | Add 77.36% | 13,804 | $99.25 |
| Q1 2024 | -8,966 | Reduce 64.95% | 4,838 | $97.94 |
| Q2 2024 | -1,172 | Reduce 24.22% | 3,666 | $97.07 |
| Q1 2025 | +69 | Add 1.88% | 3,735 | $98.93 |
| Q2 2025 | -264 | Reduce 7.07% | 3,471 | $99.20 |
| Q3 2025 | +1 | Add 0.03% | 3,472 | $100.24 |
Jefferies Group's iShares Core US Aggregate Bond ETF Investment FAQs
Jefferies Group first purchased iShares Core U.S. Aggregate Bond ETF (AGG) in Q4 2022, acquiring 7,573 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Core U.S. Aggregate Bond ETF (AGG) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to iShares Core U.S. Aggregate Bond ETF (AGG) was in Q4 2022, adding 7,573 shares worth $734,460. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,472 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $348,027. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core U.S. Aggregate Bond ETF (AGG) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in iShares Core U.S. Aggregate Bond ETF (AGG) was 13,804 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.