Ken Stern & Associates »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond