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iShares Lehman Aggregate Bond shares owned by Winch Advisory Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Winch Advisory Services from 13F filings

Historical chart of Winch Advisory Services investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $87k 864 100.24
2025-06-30 $86k 864 99.19
2025-03-31 $86k 864 98.91
2024-12-31 $84k 864 96.89
2024-09-30 $93k 914 101.28
2024-06-30 $84k 864 97.06
2024-03-31 $85k 864 97.93
2023-12-31 $86k 864 99.24
2023-09-30 $81k 864 93.75
2022-03-31 $29k 270 107.41
2021-12-31 $61k 533 114.45
2021-09-30 $31k 270 114.81
2021-06-30 $31k 270 114.81
2021-03-31 $31k 270 114.81
2020-12-31 $32k 270 118.52
2020-09-30 $32k 270 118.52
2020-06-30 $32k 270 118.52
2020-03-31 $31k 270 114.81
2019-12-31 $30k 270 111.11
2019-09-30 $31k 270 114.81
2019-06-30 $30k 270 111.11
2019-03-31 $29k 270 107.41
2018-12-31 $29k 270 107.41
2018-09-30 $28k 270 103.70
2018-06-30 $29k 270 107.41
2018-03-31 $29k 270 107.41
2017-12-31 $30k 270 111.11
2017-09-30 $30k 270 111.11
2017-06-30 $30k 270 111.11
2017-03-31 $29k 270 107.41
2016-12-31 $29k 270 107.41
2016-09-30 $30k 270 111.11
2016-06-30 $30k 270 111.11
2016-03-31 $33k 298 110.74
2015-12-31 $32k 298 107.38
2015-09-30 $33k 298 110.74
2015-06-30 $32k 298 107.38
2015-03-31 $56k 505 110.89
2014-09-30 $0 298 0.00
2014-06-30 $33k 298 110.74
2014-03-31 $32k 298 107.38

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
NVIDIA Corporation (NVDA)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Ishares Short Treasury Bond Etf Etf (SHV)
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)
JPMorgan Chase & Co. (JPM)
Visa (V)

View all positions for Winch Advisory Services

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