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iShares Lehman Aggregate Bond shares owned by Wincap Financial

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

Historical chart of Wincap 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 Wincap 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 Wincap Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 2.9k 100.26
2025-06-30 $309k 3.1k 99.20
2024-12-31 $423k 4.4k 96.90

More positions owned by Wincap Financial

Vanguard Bd Index Fds Long Term Bond (BLV)
Macquarie Etf Trust Focused Emerging (EMEQ)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Jabil Circuit (JBL)
Lam Research Corp Com New (LRCX)
Goldman Sachs (GS)

View all positions for Wincap Financial

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