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iShares Lehman Aggregate Bond shares owned by Winter & Associates

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

Historical chart of Winter & 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 Winter & 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 Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $756k 7.6k 99.05

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Victory Portfolios Ii Short Trm Bd Etf (USTB)
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Schwab Strategic Tr Fundamental Us S (FNDA)
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Dimensional Etf Trust Internatnal Val (DFIV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond