iShares Lehman Aggregate Bond shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares Lehman Aggregate Bond
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All positions including iShares Lehman Aggregate Bond held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman Aggregate Bond by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $584k | 5.8k | 100.24 |
| 2025-06-30 | $603k | 6.1k | 99.21 |
| 2025-03-31 | $580k | 5.9k | 98.92 |
| 2024-12-31 | $901k | 9.3k | 96.90 |
| 2024-09-30 | $955k | 9.4k | 101.27 |
| 2024-06-30 | $544k | 5.6k | 97.06 |
| 2024-03-31 | $288k | 2.9k | 97.95 |
| 2023-12-31 | $212k | 2.1k | 99.23 |
| 2023-03-31 | $202k | 2.0k | 99.62 |
| 2022-03-31 | $1.0M | 9.5k | 107.13 |
| 2021-12-31 | $1.1M | 9.9k | 114.13 |
| 2021-09-30 | $324k | 2.8k | 114.81 |
| 2021-06-30 | $739k | 6.4k | 115.11 |
| 2021-03-31 | $777k | 6.8k | 113.81 |
| 2020-12-31 | $798k | 6.8k | 118.13 |
| 2020-09-30 | $253k | 2.1k | 117.89 |
| 2020-06-30 | $251k | 2.1k | 118.01 |
| 2020-03-31 | $244k | 2.1k | 115.37 |
| 2019-12-31 | $242k | 2.2k | 112.19 |
| 2019-09-30 | $229k | 2.0k | 113.14 |
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