Western Asset Management Company, LLC AGG β€” ISHARES TR

Ownership history in Western Asset Management Company, LLC  Β·  6 quarters on record

AI Ownership Summary

Western Asset Management Company, LLC reported ISHARES TR (AGG) in 6 quarterly 13F filings from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 27.03% in 2025 Q2. The latest visible filing shows AGG at 27.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Asset Management Company, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AGG was reported at 27.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
27.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Western Asset Management Company, LLC held AGG β€” position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 208,047 +142,722 +218.5% 27.03% $20.6M 2025-08-12 $95.49
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Western Asset Management Company, LLC and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Asset Management Company, LLC reported owning AGG?

Western Asset Management Company, LLC reported AGG across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported AGG position in Western Asset Management Company, LLC's portfolio?

The largest reported portfolio weight for AGG was 27.03% in 2025 Q2.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q2, when Western Asset Management Company, LLC reported 208,047 shares, equal to 27.03% of portfolio, with an estimated market value of $20.6M.

What does the chart on this AGG ownership page compare?

The chart compares Western Asset Management Company, LLC's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Western Asset Management Company, LLC time their AGG position?

Based on 13F filing dates vs. subsequent AGG price moves, Western Asset Management Company, LLC correctly timed 2 out of 5 reported position changes (40%).

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