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iShares Lehman Aggregate Bond shares owned by Ken Stern & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Ken Stern & Associates from 13F filings

Historical chart of Ken Stern & Associates investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Ken Stern & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ken Stern & Associates

Quarter filed Position value Share count Share price at filing
2018-09-30 $209k 2.0k 105.72
2018-06-30 $210k 2.0k 106.22
2017-12-31 $1.1M 10k 109.31
2016-12-31 $1.4M 13k 108.08

More positions owned by Ken Stern & Associates

Essex Property Trust (ESS)
iShares Russell 2000 Growth Index (IWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
iShares Lehman Short Treasury Bond (SHV)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Information Technology ETF (VGT)
Consumer Discretionary SPDR (XLY)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Trust DJ Internet Index Fund (FDN)
Vanguard Value ETF (VTV)
Spdr S&p 500 Etf (SPY)
Health Care SPDR (XLV)
Industrial SPDR (XLI)

View all positions for Ken Stern & Associates

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