Tradewinds Capital Management »

iShares Lehman Aggregate Bond shares owned by Tradewinds Capital Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tradewinds Capital Management from 13F filings

Historical chart of Tradewinds Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 410 97.94
2023-12-31 $41k 410 99.25
2023-09-30 $58k 612 94.04
2023-06-30 $19M 191k 97.95
2022-03-31 $19k 178 106.74
2021-12-31 $20k 178 112.36
2021-09-30 $25k 218 114.68
2021-06-30 $25k 218 114.68
2021-03-31 $123k 1.1k 113.47
2020-12-31 $249k 2.1k 118.40
2020-09-30 $2.9M 25k 118.07
2020-06-30 $28M 236k 118.21
2020-03-31 $2.3M 20k 115.38
2019-12-31 $21k 183 114.75
2018-06-30 $2.0k 20 100.00
2018-03-31 $2.0k 20 100.00
2017-12-31 $2.0k 20 100.00
2017-09-30 $2.0k 20 100.00
2017-06-30 $2.0k 20 100.00
2017-03-31 $2.0k 20 100.00
2016-12-31 $17k 154 110.39
2016-09-30 $2.0k 20 100.00
2016-06-30 $2.0k 20 100.00
2016-03-31 $2.0k 20 100.00
2015-12-31 $2.0k 20 100.00
2015-09-30 $2.0k 20 100.00
2015-06-30 $95k 872 108.94
2015-03-31 $2.0k 20 100.00
2014-12-31 $2.0k 20 100.00
2014-09-30 $2.0k 20 100.00
2014-06-30 $2.0k 20 100.00
2014-03-31 $2.0k 20 100.00
2013-12-31 $2.0k 20 100.00

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond