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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

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond