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iShares Lehman Aggregate Bond shares owned by Winfield Associates

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

Historical chart of Winfield 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 Winfield 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 Winfield Associates

Quarter filed Position value Share count Share price at filing
2022-03-31 $3.5M 33k 107.10
2021-12-31 $4.2M 37k 114.08
2021-09-30 $4.7M 41k 114.84
2021-06-30 $4.9M 42k 115.32
2021-03-31 $5.3M 47k 113.83
2020-12-31 $6.4M 54k 118.20
2020-09-30 $6.6M 56k 118.06
2020-06-30 $6.7M 56k 118.21
2020-03-31 $6.0M 52k 115.37
2019-12-31 $6.2M 55k 112.37
2019-09-30 $5.5M 48k 113.17
2019-06-30 $2.3M 21k 111.36
2019-03-31 $2.0M 19k 109.09
2018-12-31 $2.2M 20k 106.49
2018-09-30 $4.9M 46k 105.52
2018-06-30 $5.0M 47k 106.32
2018-03-31 $5.4M 50k 107.25
2017-12-31 $5.6M 51k 109.34
2017-09-30 $5.8M 53k 109.59
2017-06-30 $6.4M 58k 109.50
2017-03-31 $6.6M 61k 108.50
2016-12-31 $6.9M 64k 108.05
2016-09-30 $7.9M 71k 112.42
2016-06-30 $7.3M 65k 112.61
2016-03-31 $6.7M 60k 110.82
2015-12-31 $6.3M 58k 108.00
2015-09-30 $5.8M 53k 109.58
2015-06-30 $5.3M 49k 108.78
2015-03-31 $4.8M 43k 111.44
2014-12-31 $3.8M 35k 110.11
2014-09-30 $789k 7.2k 109.05
2014-06-30 $714k 6.5k 109.26
2014-03-31 $670k 6.2k 107.89
2013-12-31 $714k 6.7k 106.41

More positions owned by Winfield Associates

Apple Stock (AAPL)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares S&p 500 Index Etf (IVV)
Ishares Dj Select Dividend Etf (DVY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Ishares S&p Midcap 400 Growth Index Etf (IJK)
Pimco Enhanced Short Maturity Etf Etf (MINT)
Nvidia Corporation Stock (NVDA)
Google Stock (GOOGL)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Winfield Associates

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond