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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
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)
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NVIDIA Corporation (NVDA)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Microsoft Corporation (MSFT)
Vanguard Short Term Treasury Etf Etf (VGSH)
Invesco Qqq Etf Etf (QQQ)
Amazon (AMZN)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Short Treasury Bond Etf Etf (SHV)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
Visa (V)
Stryker Corporation (SYK)

View all positions for Winch Advisory Services

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