Jefferies Group's AGG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 11,926 shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $1.19 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 2025, adding 8,454 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +8,454 | Add 243.49% | 11,926 | $99.88 |
| Q3 2025 | +1 | Add 0.03% | 3,472 | $100.24 |
| Q2 2025 | -264 | Reduce 7.07% | 3,471 | $99.20 |
| Q1 2025 | +69 | Add 1.88% | 3,735 | $98.93 |
| Q2 2024 | -1,172 | Reduce 24.22% | 3,666 | $97.07 |
| Q1 2024 | -8,966 | Reduce 64.95% | 4,838 | $97.94 |
| Q4 2023 | +6,021 | Add 77.36% | 13,804 | $99.25 |
| Q3 2023 | +1,728 | Add 28.54% | 7,783 | $94.05 |
| Q1 2023 | -1,518 | Reduce 20.04% | 6,055 | $99.64 |
| Q4 2022 | +7,573 | New Buy | 7,573 | $96.98 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Core U.S. Aggregate Bond ETF (AGG) was in Q4 2025, adding 11,926 shares worth $1.19 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 11,926 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $1.19 M.
As of the Q4 2025 filing, iShares Core U.S. Aggregate Bond ETF (AGG) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
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.