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iShares Lehman Aggregate Bond shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $969k 9.6k 101.27
2024-06-30 $435k 4.5k 97.07
2023-03-31 $48k 480 99.75
2022-12-31 $291 3 97.00
2022-09-30 $0 542 0.00
2022-06-30 $0 11k 0.00
2022-03-31 $44k 425 103.53

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond