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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 100.50 |
| 2025-06-30 | $1.3M | 13k | 99.20 |
| 2025-03-31 | $764k | 7.7k | 98.92 |
| 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 |
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