Worth Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Worth Asset Management's AGG Position: Q2 2026 in Review
Worth Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q2 2026, buying an estimated $338K and bringing the position to 16,346 shares worth $1.62M. The position accounts for 0.52% of the portfolio, ranked #42.
Worth Asset Management first reported a position in AGG in Q1 2022 and has held it in 13 quarters since. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Worth Asset Management held 16,346 shares of iShares Core US Aggregate Bond ETF worth $1.62M as of Q2 2026.
- Worth Asset Management bought 3,417 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $338K.
- iShares Core US Aggregate Bond ETF made up 0.52% of Worth Asset Management's portfolio in Q2 2026, its #42 holding.
- Worth Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
- 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.