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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

Tip: Access up to 7 years of quarterly data

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
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

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View all positions for Winch Advisory Services

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