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iShares Lehman Aggregate Bond shares owned by Copperwynd Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $252k 2.6k 97.93
2023-09-30 $293k 3.1k 94.04
2023-03-31 $2.0M 20k 99.64
2022-12-31 $1.6M 16k 96.99
2022-09-30 $3.0M 31k 96.35
2022-06-30 $4.0M 40k 101.67
2022-03-31 $3.4M 32k 107.11
2020-06-30 $3.8M 32k 118.22
2020-03-31 $1.0M 9.0k 115.37

More positions owned by Copperwynd Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Glacier Ban (GBCI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Meta Platforms Cl A (META)

View all positions for Copperwynd Financial

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